Trump forcing Telsa towards Intel – Fudzilla.com
… Tesla is said to be facing pressure to move fabrication of its AI6.5 chips from TSMC to Intel. …
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DRAM
Memory prices murder the cheap PCs and phones – Fudzilla.com
… The culprit is the AI-driven memory shortage, which has turned DRAM and NAND flash into a costly nightmare. Some memory types have doubled or quadrupled in price since last year. Gartner thinks DRAM and NAND flash used in PCs and phones will rise by another 130 per cent by the end of 2026. …
Industry meltdown predicted as Samsung strike looms – Fudzilla.com
… However, the knock-on effects of the strike in a world desperately needing DRAM are pretty obvious. For the global memory and consumer electronics markets, that means more price pressure and another supply chain headache. …
AMD Radeon buyers should buy now or suffer later – Fudzilla.com
… But the underlying memory pressure is real enough to make waiting risky. …
Grok losing the AI wars – Fudzilla.com
… Musk faces pressure to prove his companies can make money before SpaceX’s expected initial public offering this year. …