…SK hynix Will Still Satisfy Consumer Demand Through OEM Channels, But Balancing It With AI Supply Is Becoming Difficult The ongoing memory shortages have disrupted the consumer/AI supply chains to the…
…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…
…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…
…Samsung Pulled Out Older Memory Production To Focus On Newer Technologies Required For Agentic AI, But Still Expects Worse Shortages In 2027 We have been hearing about Samsung pulling out from the…
…Performance Benchmarks Show Clear Disruption In The Handled Segment, Offers Double The Battery At Same Performance As Z2 Extreme MSI has unveiled its Claw 8 EX AI+ gaming handheld officially today, unveiling…
…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…
…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…
…DRAM Contract Prices Have Increased Significantly In the Past Few Quarters, But This Doesn't Bother NVIDIA For Now DRAM shortages have disrupted broader supply chains, affecting segments like AI and consumer…
…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…
…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…