AI chip designer AMD will procure HBM4 memory from Samsung and has signed an agreement to this effect, according to remarks made by CEO Lisa Su. The firm held its Advancing AI event earlier this week, and Su revealed the decision to bring Samsung into the fold to reporters at the conference. For memory manufacturers, securing contracts from firms such as AMD comes after they have qualified their products to meet the designers' specifications. At the event, Su announced AMD's Helios AI rack solutions to further beef up its
NVIDIA Starts Championing Open-Weight AI Models As They Increase Demand For Compute, And Despite Doing Everything To Maintain Its CUDA Moat
NVIDIA's Jensen Huang has just penned his first post on X, advocating for open-weight AI models as the Trump administration mulls steps to thwart China's AI labs from leapfrogging by distilling US frontier models.
Huang's advocacy is somewhat self-serving, though, especially as open-weight AI models are only expected to increase the overall demand for compute, including GPUs, while NVIDIA has done all it can over the past few years to maintain and extend its CUDA moat.
NVIDIA's Jensen Huang
ASRock Debuts PGO27QSA QD-OLED 2K Gaming Monitor, Featuring Up To 240 Hz Refresh Rate At 2K Resolution
ASRock has expanded its OLED monitor lineup by launching another OLED gaming monitor in the mid-range segment.
Popular hardware maker ASRock doesn't have many OLED monitors in its monitor lineup, but it has just started to add more models recently. It only has like three OLED displays, which are aimed at the mid-range segment, and has added one more to the arsenal in the same tier. However, the monitor will be available in two variants, featuring different color schemes (black and white).
It
Sony’s PlayStation Disc Shutdown Draws Ubisoft’s Verdict, as CFO Bets Cheaper Digital Machines Beat the Used-Game Fallout
More than three weeks after the announcement , Sony 's decision to stop producing new PlayStation discs from January 2028 still reverberates throughout the industry as various developers and publishers react to it.
Yesterday, it was Ubisoft 's turn. During the French publisher's Q1 2026 earnings call, investors asked if Ubisoft execs were concerned it could create a "demand headwind" as people could not rely on the used market anymore. However, Frédérick Duguet , Chief Financial Officer
MSI Launches PRO MAX EDGE AI+, Featuring Up To Ryzen AI Max+ 395 For Delivering 126 AI TOPS Of Power
MSI has one more AI mini PC for enthusiasts that can deliver high-performance computing and carry out AI workloads locally.
Some vendors still deploy Ryzen AI 300 chips in their mini PCs due to their powerful computing capabilities and strong AI performance, making them perfect for small AI systems. MSI has already released a couple of AI mini PCs based on the latest AMD chips, and has now rolled out another one, featuring the Strix Halo chips.
MSI says the PRO MAX EDGE AI+ is a powerful AI mini
Apple Squeezes OLED Suppliers As “Chipflation” Drives Up iPhone 18 Pro Production Costs
Samsung and LG, two of Apple’s chief OLED suppliers for the iPhone 18 Pro and iPhone 18 Pro Max, are reportedly being pressured to reduce display prices by 20 percent for the larger flagship as their lucrative customer finds ways to circumvent the dreaded chipflation. In addition to increased wafer costs, Apple is also dealing with rising DRAM and NAND flash prices to maintain its margins.
A new report from The Elec mentions Apple’s targeted price for the iPhone 18 Pro Max OLED being $70
GIGABYTE Enables Support For CXMT DDR5 Memory On Its Intel And AMD Motherboards
Not just MSI and ASUS, GIGABYTE has also added support for CXMT DDR5 memory to its motherboards.
After MSI and ASUS , now GIGABYTE has joined the race to bring support for CXMT DDR5 memory on its Intel and AMD platforms. GIGABYTE remains a popular motherboard manufacturer, which already has plenty of motherboards for both AMD and Intel processors in the 600/700 and 800 series.
The new move isn't surprising at all, considering every other major vendor is now trying to add
China’s CXMT Now Charges More Than Samsung For DRAM As Memory Demand Skyrockets, Even Denying Relief To Huawei
CXMT is now charging more for memory than the big three DRAM makers as demand swells in China's domestic AI markets.
Most global media outlets were under the impression that CXMT was going to be the "Cheaper Alternative" to Samsung, SK Hynix, and Micron, who are asking big sums of cash for their DRAM products, but that wasn't the case. In our exclusive, we reported that CXMT's advantage was not in its price , but in its supply, and that remained true; demand
CXMT’s 64GB Server DDR5 Memory Chip Is Now Pricier Than Samsung’s, As It Races To Increase Capacity To 600,000 Wafers Per Month
CXMT's ideology is fast becoming wholly mercantile as it appears to have adopted the same price gouging tactics that are now the bread and butter of its 'Big Three' counterparts - Samsung, SK hynix, and Micron.
According to Reuters, Chinese memory makers are now being picky about clients and dictating their own prices , which indicates their strengthened negotiation position.
In what is a striking anecdote, CXMT abruptly evicted engineers affiliated with SiCarrier - a Huawei-linked equipment vendor - from its fabrication facility in Hefei. The engineers
CXMT Evicted Huawei-Linked Engineers From Its R&D Facility, As The Once-Humble Memory Maker Has Acquired A Taste Of Newfound Power Amid The AI Boom
Memory chips were previously a low-margin business, with customers like Apple and other companies dictating prices that often allowed them to acquire shipments at pennies on the dollar. However, times have changed since late 2025, as AI datacenters have gobbled up the majority of the DRAM supply, leaving manufacturers like CXMT and YTMC to flex some might of their own, introducing hikes on the likes of Huawei of all companies.
Apparently, a situation materialized between CXMT and Huawei where engineers linked to the former Chinese giant were