WORKSPACE / 근거
관리자 로그인
MEMORY INDUSTRY INTELLIGENCE

근거

자료·원문이슈근거주장영향 분석
1618건 공개자료 기반 개인 관찰 기록
기록상태·범위수정일·발행일
nearly 4,000 MW of data center load unexpectedly disconnected초안2026.10.10 22:43
will not proceed with the Reliability Backstop Procurement on Sept. 30초안2026.10.10 22:43
accepts PJM’s proposal but suspends it for five months초안2026.10.10 22:43
The Board directed PJM to file two proposals초안2026.10.10 22:43
6,831 MW shortfall below the system’s Reliability Requirement초안2026.10.10 22:43
impacts on water consumption, energy demand, noise, and land-use compatibility초안2026.10.10 22:43
150-Day moratorium on the acceptance, processing, and approval of applications초안2026.10.10 22:43
Scheduled first reading of moratorium extension and other related motions.초안2026.10.10 22:43
pauses permits, development plans, and zone changes초안2026.10.10 22:43
Open Rack Version 3 (ORV3) solutions초안2026.10.10 22:17
Running from October 12–15 in San Jose초안2026.10.10 22:17
expect AI semiconductor revenue to accelerate to $21.7 billion초안2026.10.10 22:17
Q3 AI semiconductor revenue of $16.7 billion초안2026.10.10 22:17
initial deployment by the end of 2026초안2026.10.10 22:17
Broadcom silicon implementation, networking, and connectivity technologies초안2026.10.10 22:17
plan to pursue a strategic collaboration초안2026.10.10 22:17
memorandum of understanding (MOU)초안2026.10.10 22:17
early design stages초안2026.10.10 22:17
existing cooperation framework centered on HBM초안2026.10.10 22:17
will ship from 2H '26초안2026.10.10 22:17
first 3.5D custom compute SoC for Fujitsu초안2026.10.10 22:17
has begun shipping초안2026.10.10 22:17
six HBM modules초안2026.10.10 22:17
up to 12 high bandwidth memory (HBM) stacks초안2026.10.10 22:17
Beth M. Hammack, Neel Kashkari, and Lorie K. Logan, who supported maintaining the target range for t초안2026.10.10 20:17