AMD just acquired MEXT to crack the memory optimization problem. Should Micron and SanDisk investors be nervous?

AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.
VentureBeat

New LLM optimization technique slashes memory costs up to 75%

Researchers at the Tokyo-based startup Sakana AI have developed a new technique that enables language models to use memory more efficiently, helping enterprises cut the costs of building applications ...
Semiconductor Engineering

Memory Evolution Drives Requirements For Design Technology Co-Optimization

As new technology nodes have become available, memory has been one of the most aggressive semiconductor applications to adopt advanced process technology. The relentless demand by users of electronic ...
Semiconductor Engineering

Scaling llama.cpp On Neoverse N2: Solving Cross-NUMA Performance Issues

This blog post explains the cross-NUMA memory access issue that occurs when you run llama.cpp in Neoverse. It also introduces a proof-of-concept patch that addresses this issue and can provide up to a ...

AMD stock rallies after MEXT acquisition; targets AI memory bottleneck

Advanced Micro Devices (AMD) stock saw renewed investor confidence on Monday after it announced the acquisition of MEXT, a company focused on AI-driven memory optimization technology. The acquisition ...