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14.07.26 - 05:06
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Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory (Digitimes)
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Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization targeted for around 2030. Although the path is fraught with ecosystem barriers and compatibility hurdles, Intel's parallel development of Z-angle memory (ZAM) and cross-batch memory (XBM) underscores its determination to re-enter the DRAM market, as it simultaneously bets on AI compute and storage....
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14.07.26 - 04:06
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Chinese AI glasses startups gain momentum, raising pressure on Taiwan′s supply chain (Digitimes)
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The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis on interactivity. Taiwanese companies are seeking to keep pace with this growth, while Chinese players are moving equally quickly. The emergence of numerous Chinese startups and their ability to attract funding have reinforced market optimism over smart glasses demand, while intensifying competition between Taiwan and China across the supply chain....
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14.07.26 - 04:06
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Chinese AI labs to challenge Thinking Machines Lab with new industry focus (SCMP)
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Two former Chinese AI lab leaders said they aim to challenge Thinking Machines Lab, a US start-up founded by ex-OpenAI executive Mira Murati, and focus on building industry-specific artificial intelligence solutions and models following their exit from the fierce frontier AI race.
“All models are relentlessly chasing the ceiling of general intelligence … but in many real-world scenarios, we don't necessarily need an absolute all-rounder,” Zhang Fan, founder and CEO of Yoolee AI and previously a......
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14.07.26 - 03:12
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UMC pushes into silicon photonics in Singapore to ride AI′s connectivity crunch (Digitimes)
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United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clusters....
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