… Furthermore, even well-known module brands like Corsair and Patriot Memory have started using Chinese DRAM chips and SSD platforms in a bid to ensure a steady supply. For more details, check out the whole interview with Nelson Duann on Tom's Hardware . …
… While foreign chipmakers, such as Samsung, Micron, and SK hynix, are maximizing profits of data centers and the AI boom, Chinese chipmakers prioritize supplying Chinese companies. …
… Go deeper with TH Premium: 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 The report claims that Qualcomm is particularly interested in Tenstorre… …
… There is also a domestic dimension, as the Korean AI-chip scene is made up largely of accelerator startups, making Huawei's arrival — backed by its supply scale and software depth — read as a competitive threat. …
… Intel told partners that the supply of those chips is healthier than for its older Alder Lake, Raptor Lake, and Arrow Lake products. Intel has also reportedly redirected its constrained Intel 7 capacity toward server and industrial customers, where margins are significantly higher. …
… "The PRC announced Made in China 2025 in 2015,” she points out. “That precedes export controls.” Her analysis of Chinese government documentation over that period shows China has maintained a state-directed strategic priority of breaking from U.S. and friend-shored technologies. “In other words,” s… …
… Go deeper with TH Premium: Memory AI data centers are swallowing the world's memory and storage supply The future of DRAM: From DDR5 to future ICs High-bandwidth memory roadmap Here's why HBM is coming for your PC's RAM SK hynix is one of the few pure-play memory makers, while Samsung spans smartph… …
… 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 has earned across roughly 40 years in the chip business at a company town hal… …
… While the AI infrastructure build-out was initially powered by GPUs and memory chips, advancements in agentic AI have greatly increased the demand for CPUs , putting Intel in a good position with its Xeon chips . …
… Dragonfly covers AI accelerators, data center CPUs, custom silicon, and connectivity chips, and Amon said versions of every line will ship into China within the export rules. “We have versions of all of our products that comply with those guidelines,” he told Nikkei Asia , adding that Qualcomm is “… …