…and SK hynix to take "emergency" measures to address the demand coming from the AI sector. Apart from reallocating DRAM supply from consumer production, Samsung also plans to increase DRAM production by…
…change by 2028 when CXMT and YMTC enter the next phase of their "Epic Expansion" initiative , which will see the acceleration of new fabs and production lines. That could lead China to…
…for AI and HPC workloads on the NVIDIA Vera Rubin platform, part of a broad portfolio of SOCAMM2 products spanning 48GB to 256GB capacities Looking towards further HBM cube capacity expansion, Micron…
…Quarter as Agentic AI Starves the PC Market At the earliest, the first facility expansion and bring-up plans are expected around 2027, which means that volume production can commence by late…
…It emerged as one of the earliest bottlenecks in the AI wave, and Intel's role in Google's TPU supply chain is courtesy of Google's partnership with MediaTek. Capacitor Production…
…AI Starves the PC Market In all of this, Chinese DRAM manufacturers are boosting their production capacities rapidly. We have seen how CXMT and YMTC have been involved in an Epic expansion…
…And, compared to general-purpose DRAM products, HBM requires relatively more modules onboard, which is why most of the DRAM demand is driven by the AI sector. Unfortuntately, it's the average…
…This investment allows TensorWave to bring AMD Instinct MI355X GPU deployments to more customers and continue building the open, AMD-powered foundation for production AI.” TensorWave Ever since the inception of Series…
…TSMC's expansion into the US still hasn't brought any AP facility into production, and this has also become a huge bottleneck for the company's chip fabs in the region…
…to a gradual trickle of information and unvarnished product launches. However, when you have a supply chain as expansive as Apple's, leaks abound nonetheless. And today, we've received a juicy…