AI has managed to disrupt several elements of the supply chain, as now, according to multiple reports, the demand for DRAM is expected to 'skyrocket' moving ahead. For those unaware, the AI…
…AMD has several advancements intended for model training and inferencing workloads moving ahead, with one of the highlights being the Instinct MI455X AI chip , which is claimed to disrupt competition with NVIDIA…
With the memory chip market being significantly disrupted due to high demand from the artificial intelligence market, advisor to Samsung Electronics, Kye-hyun Kyung, believes that prices will come down in the…
…expect a DRAM-like situation with NAND Flash chips as well. It appears that facilitating AI workloads comes at a high cost, which disrupts existing supply chains, leaving neither consumers nor suppliers…
…But what happens when chip production is disrupted amid geopolitical tensions? TSMC meets their needs, they meet their needs better,and that’s why they’re not signing deals with Intel. But…
Memory supply constraints aren’t the only problem that Apple is facing, as during its Q2 2026 earnings call, the company revealed it didn’t anticipate agentic AI use cases like OpenClaw…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…However, in recent times, the role of NAND chips has become much more significant in AI workloads, and , as we have highlighted previously, SSDs are now used in mainstream AI racks such…
…Estimates suggest that the demand for NVIDIA's Rubin AI platform alone is expected to exceed the memory demand of Apple and Samsung combined. Specifically, the Rubin AI chips can require as…
…By now, the reports of NVIDIA offloading the Hopper H200 AI chips to China have become mainstream, but there's also a breakthrough with AMD, which we'll discuss ahead as well…