…received by the AI sector. Similarly, ASIC manufacturers have also taken up a large share of the semiconductor supply chain, yet their access to TSMC's 3nm supply is also constrained, which…
…a whopping 60%, to keep up with the demand coming from the AI sector, and ensure a stable supply chain. It is disclosed that contract prices for 32 GB DDR5 modules have…
…The shift from Taiwan doesn't bring only TSMC's facilities and talent; it is a much broader transition that includes other supply chain partners, ultimately meaning that chip production will remain…
…Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about DRAM and NAND before, but it appears HDDs are also in significant demand: according to WD's CEO…
…that the 'Big 3' memory suppliers are distracted by AI. CXMT has been a key figure in the DRAM industry, especially during periods when global memory supply is under massive constraint, driven…
…NVIDIA has even hinted that it might bring back some older GPUs to tackle supply chain and memory-related factors. It is not yet set in stone, but it seems to be…
…the memory shortages have now made their way to the 'mainstream' manufacturers in the PC supply chain, as according to a report from Business Insider , which spotted internal emails from Dell, it…
…become to secure DRAM supply in recent times, vendors like ASUS, Acer, and others have no option but to raise prices, hoping to offset rising BOM costs. A report by UDN has…
…Related Story NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply A closer look at Apple’s water-resistant adhesive…
…Through this, Rebellions intends to supply optimized solutions for the global Sovereign AI data center market and secure a strong presence, particularly in Asia. Specifically, the focus will be on supplying customized…