Followed topics

Search

Showing top 21 results for "Security and geopolitical claims"

All sources wccftech.com 21

TSMC To Shrug Off Apple's Pivot To Intel Fabs For The M7 And A21 Chips, As Bernstein Calls The Deal's 18A-P Node Volumes Too "Small" To Matter

…Samsung and Intel fabs may well gain additional traction, but mainly due to geopolitical reasons, with such traction largely concentrated on the more mature nodes. We did cite a Daishin Securities report…

May 18, 2026 · Rohail Saleem

Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access

China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. SMIC Claims That Ditching Chip…

Feb 13, 2026 · Muhammad Zuhair

DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Dec 24, 2025 · Muhammad Zuhair

AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

…Securing Supply, Not Getting The Best Prices Let's first talk about what UBS says here. It is claimed that OpenAI's upcoming ASIC will feature the 12-Hi HBM3E technology, and…

Oct 2, 2025 · Muhammad Zuhair

Memory Markets Have Entered a "Panic Buying" Phase as Vendors Like ASUS and MSI Rush to Stock Up on RAM Inventory

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Nov 16, 2025 · Muhammad Zuhair

Dell CEO Says AI Memory Demand Will Explode To 'Unimaginable Levels' By 2028, Leaving No Option For Buyers Other Than Paying Whatever's Demanded

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Apr 9, 2026 · Muhammad Zuhair

Finding a High-VRAM GPU Is Getting Much Harder, With a Japanese Retailer Warning That Restocks May Be Off the Table For Now

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Dec 27, 2025 · Muhammad Zuhair

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. NVIDIA…

Jan 8, 2026 · Muhammad Zuhair

Samsung Is Luring Customers With a "Slight Discount" Into Five-Year Contracts to Keep the Memory Boom Alive for Longer

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Mar 18, 2026 · Muhammad Zuhair

ARM's CEO Rene Haas Says the 'AGI CPU' Will Bite Into the x86 Dominance, Referring to Intel as "Historic"

…Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and…

Mar 26, 2026 · Muhammad Zuhair