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Flash

first_img Samsung and SK Hynix strengthen their NAND base in China, advancing equipment investment before the end of the year

According to a report by ZDNet Korea, Samsung Electronics and SK Hynix plan to continue investing in equipment for NAND flash production lines in China until next year to strengthen local production bases. Since the first half of this year, Samsung has been advancing V9 NAND conversion investments at the Xi'an X2 production line, which features an advanced process with approximately 280 layers stacked, and is expected to achieve a monthly production capacity of 40,000 to 50,000 wafers. To stabilize mass production, the company has confirmed a supplementary investment plan, focusing on additional etching process equipment, with related procurement orders expected to be clarified around the end of the year, and the supplementary investment planned to be executed starting in the second half of next year.SK Hynix has been advancing equipment investments related to NAND product upgrades at its Dalian Plant 2 since the third quarter of this year, with a discussed scale of approximately 30,000 wafers per month. Key manufacturing equipment will begin arriving next month, with plans to complete deployment by the first half of next year. The Dalian plant is an asset acquired after SK Hynix took over Intel's NAND division in the second half of 2020. In 2022, a groundbreaking ceremony was held for the expansion of Plant 2, but equipment investment was temporarily halted due to market conditions; this investment is now being restarted.Industry insiders point out that the above arrangements aim to gradually expand advanced NAND capacity within China to meet the rapid growth in demand for high-end storage in fields such as artificial intelligence servers.

NVIDIA: SpaceXAI will deploy Vera CPU to accelerate proxy-based AI and expand the Vera Rubin platform to space-based computing

NVIDIA officially announced that SpaceXAI will deploy the NVIDIA Vera CPU to accelerate its next-generation agent-based AI applications. Vera is the first CPU specifically built for AI agents, featuring 88 NVIDIA self-developed Olympus cores, utilizing spatial multithreading technology and LPDDR5X high-bandwidth memory, with a bandwidth of up to 1.2TB/s. In scenarios such as agent-based AI, reinforcement learning, and data processing, the task completion speed can be improved by up to 1.8 times compared to x86 CPUs.Mike Nicolls, President of SpaceXAI, stated that the CPU performance and memory bandwidth of Vera are sufficient to support large-scale task orchestration, code execution, and data processing, allowing GPUs to operate at peak efficiency, thus gaining more effective output per watt of computation.SpaceXAI also plans to expand the AI infrastructure behind Grok based on the NVIDIA Vera Rubin platform, moving towards gigawatt-level computing capacity. Vera Rubin integrates NVIDIA accelerated computing, NVLink interconnect, Spectrum-X networking, and BlueField data processing technologies, aiming to reduce the cost per token and improve the overall energy efficiency of AI factories.More notably, SpaceXAI will send an optimized version of the Vera Rubin NVL72 system into space, with its first-generation Starmind AI satellite adopting this rack-level architecture, becoming the first iconic deployment of NVIDIA accelerated computing extending from ground data centers to orbital computing.
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