Search: Supply strategy

Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing strategies and IP

…Each is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices. GlobalFoundries is becoming a U.S. and European specialty foundry, backed by $1.575 billion in CHIPS Act…

May 28, 2026 · Luke James

Microsoft CEO says new AI data centers use as little water annually as a restaurant — closed-loop cooling system aims to slash consumption from millions of gallons as AI infrastructure faces mounting environmental scrutiny

…Speaking at Microsoft Build 2026 on June 2, Nadella made the claim while outlining Microsoft's "Community-First AI Infrastructure" strategy aimed to address growing concerns about the impact of data centers…

Jun 4, 2026 · Etiido Uko

Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three

…Whether potential savings reach end customers depends on market competition, supply-demand conditions, and the pricing strategies of module makers, distributors, and retailers. Furthermore, when prominent companies like Apple, Dell , or Corsair…

Jul 26, 2026 · Anton Shilov

The Middle East had everything data center builders and hyperscalers could wish for — then the Iran war happened

…as early as 2017, the United Arab Emirates (UAE) launched an AI strategy that was designed to place it as a global leader in the space by the start of the next…

May 8, 2026 · Chris Stokel-Walker

Samsung chip division's single-year profits beat its past 40 years of profits, combined, due to increased memory and storage prices — Samsung passes Nvidia to become most profitable company in the world, notches 19x quarterly increase in profit

…Kim Yong-Kwan, president and head of corporate management, strategy, and operations for Samsung Electronics' Device Solutions (DS) division, said that the semiconductor unit's 2026 operating profit will exceed everything it…

Jul 7, 2026 · Luke James

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI

…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…

May 4, 2026 · Etiido Uko

Meta putting up tents across the US to house AI servers, like ‘a scene out of the movie Mad Max’ — structures take three months to build and use jet engines for power

…AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies…

Jun 5, 2026 · Jowi Morales

Seagate to start qualifying record-setting 50TB HDDs in 2027 — most drives are sold out through 2028

…Most of Seagate's nearline HDDs have been allocated for 2027 and 2029 under long-term supply agreements (LTAs), with some customers looking to secure supply in 2029. "Based on the long…

Jul 29, 2026 · Anton Shilov

While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance

…That potentially allows China to extend its reach across an entire parallel supply chain. A sanctions-busting Sino-Russian alliance “Economic restrictions are pushing Russia toward Chinese compute solutions,” said Allen Maggard…

Jul 9, 2026 · Sayem Ahmed

US mulling ban on key Chinese networking tech in data center component crackdown — White House wants to impose restrictions in 2026, China says it will respond if necessary

…are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow "Transceivers definitely ⁠pose a risk," AI policy expert Divyansh Kaushik of advisory firm Beacon Global Strategies told the publication. "As…

Aug 4, 2026 · Jowi Morales

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