AI News — May 25, 2026: HBM Hits 63% of AI Chip BOM, DeepSeek Reasonix Targets Cache Wins

DeepSeek spawns a dedicated coding agent after its price cut, HBM memory now dominates AI chip costs at 63 percent of BOM, and new research quantifies constraint decay in long coding agent runs.

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AI News — May 25, 2026: HBM Hits 63% of AI Chip BOM, DeepSeek Reasonix Targets Cache Wins

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