TSMC is finally making 20nm parts for Apple's next-gen iPhone, iPad
… We're guessing that Apple will have a second source for its 20nm hardware, if only to ensure it has adequate supply in the event of a supply chain issue. …
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Samsung May Build $10B Foundry in Austin, Texas
… Nvidia acknowledged supply constraints on Ampere in early December, but it announced it had inked a deal with Samsung to supply additional Ampere cards a few weeks later. …
Intel Faces 14nm Shortage As CPU Prices Rise
… There's no way to untangle the impacts of that miss from the knock-on effects they cause down the chain. …
Big Deal for Big Blue: IBM Is Buying Red Hat for $34B
… It requires shifting business applications to hybrid cloud, extracting more data and optimizing every part of the business, from supply chains to sales." IBM is clearly playing up the cloud software angle rather than Red Hat's 25 years of promoting and developing Red Hat Enterprise Linux. …