NVIDIA's next-generation Rubin chips are currently in full production, despite the original timeline set for H2 2026, indicating that Jensen's AI strategy centers on being 'fast and lethal'. NVIDIA…
…The lack of domestic HBM options is a far more greater concern for the domestic industry compared to the lack of chip production, and it seems like firms are stepping up to…
…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…
…This means that the Korean giant alone has raised NAND pricing by more than 200% this year, indicating that products dependent on NAND chips will become significantly more expensive, if not unaffordable…
…The general intent of the TeraFab project has been to reduce reliance on entities like TSMC and instead build domestic semiconductor production lines capable of producing chips at a scale several times…
…These substrates connect the chip to the printed circuit board (PCB) and are one of the many components in the upstream AI supply chain. Ibiden's products cater to the needs of…
…Yield rates and production ramp-up will be answered once the fabs are live. Given how critical it has become for the world to diversify chip production, Japan has taken center stage…
…procure its chips from Taiwan's TSMC, and following the reports, BofA is out with some fresh estimates about the deal's value and its impact on the chip manufacturing equipment industry…
…The 'Big 3' suppliers are currently busy with enterprise demand, leaving little capacity behind for consumer products. However, one of the major factors hindering the likes of CXMT from supplying DRAM chips…
…overall production volume. Speaking with Barron's, CFO David Zinsner revealed that Intel is facing a 'chip supply' shortage, given that demand for both data center and client CPUs is growing steadily…
