…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…
…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…
…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…
…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…
…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…
…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…
…Expensive, Since AI Has Arrived to 'Gobble Up' NAND Chips The AI industry has managed to take every aspect of the supply chain by storm, and after disrupting the chip market, it…
…Related Story Rambus Pushes DDR5 To 9600 MT/s With Gen2 CKD Chipset, Setting The Stage For Intel Nova Lake & AMD Zen 6 AI PCs All three companies, Powertech, Walton, and ChipMOS…
…Intel Plans To Disrupt AMD's Gaming Handheld Dominance With Its New Arc G3 Chips, Featuring Strong Capabilities The gaming handheld space has seen a major surge over the past few years…
…As stated at the start, AMD really disrupted the market segment with its AM4 socket, which supported multiple generations of Ryzen CPUs, and the same is the case with AM5, which supports…