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3 days ago

According to media reports, Meta is collaborating with Broadcom on chip design and with TSMC on manufacturing its custom AI Chips, aiming to build out its AI infrastructure and reduce its reliance on Nvidia. Meta is reportedly testing its third-generation in-house product, the MTIA 450 (Arke), which has already successfully run Meta's own AI models as well as models from DeepSeek and Alibaba. The next-generation product, the MTIA 500 (Astrid), is expected to complete its design in about a month. Under the current plan, the MTIA 450 currently being tested will enter data centers in the first half of 2027, while the next-generation MTIA 500 is expected to be deployed before the end of 2027.

2026-09-11 09:41 (UTC+0)

According to foreign media reports citing people familiar with the matter, Chinese AI Chipmakers including Huawei and Cambricon have raised prices for their current and next-generation products due to soaring HBF memory costs. It is reported that Huawei has raised the list price of its Ascend 950DT accelerator card to more than 250,000 yuan, with an increase of 20% to 50% compared with quotes provided to customers two months ago, depending on contract terms. Cambricon has raised the price of its next-generation chip (tentatively named 690) by 20% to 30%, without disclosing a specific amount. MetaX and Iluvatar CoreX have also made similar price increases. In addition, prices for Huawei's previous-generation products have also risen, with the Ascend 950PR increasing from about 60,000 yuan per card at the beginning of the year to more than 80,000 yuan, with a rise of about 30%. The price of the Ascend 910C board card also rose from about 90,000 yuan at the beginning of the year to more than 110,000 yuan. The companies concerned have not yet confirmed the news.

2026-09-02 10:03 (UTC+0)

Nikhil Cherian, Senior Director of Supply Chain Infrastructure at Google, recently pointed out at a summit forum that DRAM supply is extremely tight. Google has already begun recycling DDR4 memory from retired servers and integrating it into the latest-generation AI servers. He further admitted that even this measure is still not enough, and called on memory manufacturers to rapidly expand production capacity.

Nikhil Cherian stated bluntly that for cloud service providers, if AI processors built at a cost of billions of dollars sit idle while waiting for memory bandwidth, it is equivalent to wasting a massive amount of compute capital expenditure. Therefore, Google's current priority is not simply memory pricing, but rather whether there is sufficient memory supply to keep expensive AI Chips running at full capacity on a sustained basis.

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Articles

Intel Lip-Bu Tan Warns AI-fueled Memory Crunch to Deepen Next Year as Memory Prices Soar

Industry News 3 days ago

According to media reports, Intel CEO, Lip-Bu Tan, expects the memory supply shortage to become more severe next year due to growing AI demand. He noted that some memory prices have already climbed five to seven times and many corporations are slow to expand their businesses because they can't secure enough memory. He explained that as demand for high bandwidth memory (HBM) for AI surges, pressure is growing on the supply of commodity DRAM as well. In addition, Lip-Bu Tan stressed the importance of advanced packaging technology, emphasizing that CPU, AI accelerators, HBM, and I/O chips should be connected within a single package to shorten data travel distance and improve processing speed and power efficiency. Intel is targeting the AI Semiconductor market with its own advanced packaging technology, EMIB.

MediaTek's August Revenue Hits New High Again, Q3 Highly Likely to Exceed Targets

Industry News 2026-09-11 09:42 (UTC+0)

MediaTek announced that its consolidated revenue for August 2026 reached NT$64.183 billion, up 32.41% month-on-month and 44.08% year-on-year, setting a new historical monthly high; cumulative consolidated revenue for January to August this year reached NT$413.991 billion, up 5.76% year-on-year. MediaTek's combined revenue for July and August has already reached NT$112.658 billion, and September would need only about NT$39.5 billion to exceed the lower end of its third-quarter guidance, making it highly likely that the company will outperform its targets for the quarter.

Nvidia Reportedly Rises Over 15% on AI Server Amid Surging Memory Costs

Industry News 2026-08-24 09:49 (UTC+0)

According to media reports, Nvidia has informed some of its major customers that it will raise prices on servers equipped with its artificial intelligence chips, including Vera Rubin and Grace Blackwell lines, by more than 15%, citing surging memory chip costs. The exact increase will depend on the chip generation and memory configuration. The price hike is expected to take effect starting early next year.