Daily Update - June 5th, 2026
2030 AI chip demand, Nvidia ❤️ HBM4 from everyone, SK Hynix making more DRAM, AAOI blog on optical transceivers, and a beautiful TEM image of transistors on 18A.
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2030 AI chip demand, Nvidia ❤️ HBM4 from everyone, SK Hynix making more DRAM, AAOI blog on optical transceivers, and a beautiful TEM image of transistors on 18A.