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News analysisRelease: June 4, 2025Published: October 24, 20264 min read

GlobalFoundries manufacturing advanced packaging AI hardware

GlobalFoundries’ $16 billion U.S. plan paired expansion with packaging and research

GlobalFoundries announced a $16 billion U.S. investment plan on June 4, 2025, covering manufacturing, packaging and research in New York and Vermont.

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News analysisRelease: April 9, 2025Published: October 24, 20263 min read

AMD AI networking AI hardware

AMD said its Pollara 400 AI NIC became available for purchase

AMD said on April 9, 2025 that its Pensando Pollara 400 AI NIC was available for purchase, moving the 400G programmable Ethernet component past sampling.

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News analysisRelease: June 10, 2025Published: October 23, 20263 min read

Micron HBM4 samples AI hardware

Micron’s HBM4 samples separated customer evaluation from a 2026 ramp plan

Micron announced HBM4 36GB 12-high samples on June 10, 2025. The release paired present samples with a planned future ramp, a distinction procurement records must retain.