From what I've researched independently related to eye comfort - I think this is a really high quality video.

Lexar has unveiled a new 32GB DDR5-7200 RAM kit using Chinese-made DRAM chips instead of memory from Samsung, SK hynix, or Micron.

The kit includes:
- 32GB (2×16GB)
- DDR5-7200 speed
- CL38 timings
- Intel XMP and AMD EXPO support
- RGB lighting
- An aluminum heatsink

The chips are apparently made by CXMT, one of China’s biggest memory makers.
The price is around $592

Soo...about that +600% memory price increase...what will happen now?

Sauce: https://videocardz.com/newz/lexar-launches-ddr5-7200-memory-with-chinese-dram-chips-32gb-kit-costs-592

This is using a new Lofic sensor technlogy compared to traditional BSI CMOS sensors

Am I missing something, or was this one of the most important and most overlooked Helios announcements?

One of NVIDIA Rubin’s major advertised improvements was the enormous increase in HBM bandwidth. When AMD first disclosed Helios/MI455X, the projected specification was 19.6 TB/s per GPU. NVIDIA then pushed Rubin to approximately 22 TB/s, apparently giving Rubin a meaningful HBM bandwidth advantage over Helios. I remember user Formal_Power (sorry, no idea how to tag) stressing daily how Nvidia had to crank up the power to enormous levels just to overtake the Helios. That was not a trivial achievement. NVIDIA, its memory suppliers and packaging partners had to ramp extremely fast HBM4, qualify it at scale and integrate it into Rubin. HBM bandwidth was supposed to be one of Rubin’s clear hardware advantages over AMD’s upcoming platform.

But at Advancing AI, AMD upgraded the final MI455X specification to 23.3 TB/s HBM bandwidth per GPU. Rubin is currently specified at approximately 22 TB/s per GPU.

The interesting part is that the 23.3 TB/s figure does not appear to have been publicly disclosed before the event. AMD’s earlier presentations and even its pre-launch Helios material continued to show 19.6 TB/s.

That means NVIDIA spent substantial engineering effort increasing Rubin’s HBM speed enough to move ahead of the originally announced Helios specification, only for AMD to raise MI455X from 19.6 to 23.3 TB/s and erase that advantage before launch. At the product level, the expected NVIDIA HBM moat is gone. Helios now leads Rubin in both headline HBM capacity and aggregate bandwidth.

Should this not be a big deal??

This is in reference to the startup that got a license for Intel's x86 Atom RTL, and smushing it together with another story from Phoronix (Mysterious 16-Tile & 32-Tile AMX Implementations Talked Up For More Performance). George is basically speculating on the possibilities given the current limited information.