Search: chip supply strategy

Chinese makers of DRAM modules, SSDs have a serious advantage over American and Taiwanese suppliers, says SMI SVP — state guidance secures local DRAM and SSD supply while the Big Three chase AI margins

… 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. …

Jun 18, 2026 · Anton Shilov

Chinese memory brands ditch Samsung and Micron for homegrown CXMT and YMTC silicon — Corsair, HP, and Dell are already adopting the China-produced DDR5 chips

… 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. …

Jun 17, 2026 · Zhiye Liu

Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion

… 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… …

Jun 16, 2026 · Anton Shilov

China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost

… 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. …

Jul 6, 2026 · Etiido Uko

Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries up, pressuring notebook and PC manufacturers in the US, China, and Taiwan

… Intel told partners that the supply of those chips is healthier than for its older Alder Lake, Raptor Lake, and Arrow Lake products. …

May 19, 2026 · Luke James

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

… As a result, it is reasonable to expect CXMT to charge less for its chips compared to chips from renowned producers. …

Jul 26, 2026 · Anton Shilov

Fortinet becomes Intel 4's first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan's promised foundry wins begin to surface, but on a mature node

… The "resilient and diversified" supply chain used in the SP6 press tracks back to that experience. …

Jul 22, 2026 · Luke James

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 was because European carmakers needed access to the chips after the Nexperia crisis disrupted supply across the continent. …

Jul 9, 2026 · Sayem Ahmed

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

… 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… …

Jun 23, 2026 · Luke James

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 has earned across roughly 40 years in the chip business at a company town hal… …

Jul 7, 2026 · Luke James

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