…certain that a shortage of components like DRAM and NAND will be present. And since manufacturers are receiving large-scale orders that reserve 'years of supply', the consumer markets will eventually suffer…
The US is working on legislation targeting Chinese memory suppliers, and according to a new proposed 'rulemaking', the use of YMTC and CXMT could be banned for government products. YMTC, SMIC & CXMT…
…As reported by the Economic Daily News , MSI now claims that NVIDIA isn't providing enough chips to meet the demand. It says that the GPU supply from NVIDIA has dropped by…
Coherent, a key supplier of NVIDIA's AI stack, broke ground on its Texas facility , delivering the next generation of Optical solutions. Coherent's Expanded Texas Facility Will Scale Production of InP…
…Like AI memory, HDDs have seen massive adoption in recent years, putting suppliers under pressure. With the AI frenzy, we have seen major PC components go into short supply , and unfortunately, this…
…One of the biggest issues is that the ABF supply chain depends on Ajinomoto Fine-Techno for the film material itself, and given that there's a single supplier, you cannot address…
…We have very strategic partnerships over many, many years with all the DRAM manufacturers to make sure that both the amount of supply that we need and the economics of what we…
…It is indeed unfortunate to see the state of the industry with memory shortages onboard, as they have dramatically affected the prices of individual components, with RAM modules experiencing an aggressive rise…
…DRAM has evolved to be a crucial component of the AI supply chain, as it is not only widely used in high-bandwidth memory (HBM) but also companies continue to employ technologies…
…Related Story Apple Reportedly Delaying Base iPhone 18 To Squeeze More Margin From iPhone 17 As DRAM Shortage Threatens Component Costs For context, do note that Apple shipped 247 million iPhones in…