… SK hynix therefore now describes its own strategy as a “Full-Stack AI Memory Creator”. The memory manufacturer no longer wants to supply only components, but to be involved early in the system design of future AI platforms. …
… About several incidents in which supply chains, ERP systems, developer tools, and web dependencies were central. What is the most notable supply-chain case? …
… If retailers see demand for LGA1700 or even LGA1200 systems, Intel can meet that demand – at least as long as the supply chain and margins work out. This report should not be misunderstood. A stronger supply of older Core CPUs does not mean that Intel is suddenly reversing its product strategy. …
… For Google, it may therefore make sense to broaden the supply chain. …
… Quellen Quelle Kernaussage Link ASUS Pressroom ASUS kündigt zur Computex 2026 neue ROG-OLED-Monitore an und nennt den ROG Strix OLED XG259QWPG Ace als 24,5-Zoll-OLED-E-Sport-Monitor mit 540 Hz. https://press.asus.com/news/press-releases/asus-rog-computex-2026-new-displays-oled-proart-zenscreen/ ASU… …
… This shifts the bottleneck within the supply chain. Even if TSMC can manufacture enough advanced logic chips and memory manufacturers supply sufficient HBM, both components still have to be packaged together afterward. …
… If Samsung positions HBM4, SOCAMM2 and PM1763 in parallel, that shows the broader strategy: the company does not want to supply only individual components, but to appear as a memory partner for complete AI rack architectures. …
… The newly reported Gen2 approach goes further: a dual-sided power delivery architecture would not only use the back side, but also incorporate additional power paths or supply structures on both sides of the chip. The goal would be higher density, better voltage supply, and more routing headroom. …
… The company can sign long-term supply contracts and pay high prices. …
… The step fits into Valve’s hardware strategy. …