…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…
As the global AI-induced memory shortage continues to bite and PC makers scramble to get their hands on supply while keeping costs down, a new report claims that PC makers HP…
…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…
…export controls, but Xeon and EPYC server CPUs carry no such restrictions, making them one of the few U.S.-made AI infrastructure components China can still purchase freely, if it can…
…Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U.S. government plans tariff exemptions for TSMC Nvidia wants…
…Semiconductors China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand. Semiconductors Premium ASML…
…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…
…Semiconductors China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand. Semiconductors Premium ASML…
…That weaker demand is, of course, mostly in comparison to the AI industry. Consumer demand remains strong enough to mop up the shrinking supply. The RAM shortage is now reportedly affecting the…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…