…Now, while NVIDIA's latest AI GPUs face the US government's scrutiny for their exports to China, AMD and Intel have signed long term agreements to supply AI CPUs to Chinese…
China's AI capabilities are rapidly advancing, with Zhipu going so far as to start targeting the full-stack AI infrastructure. Meanwhile, the overarching US policy is largely in disarray, with the…
…After China Cuts Off Tungsten, Leaving TSMC, SK Hynix And Samsung Exposed However, as per TrendForce, strong demand for AI high-performance computing (HPC) and products in the consumer electronics supply chain…
…China to develop enough supply inventory to cater to offshore markets. The memory market is poised for sustained price escalation through 2026 and 2027 due to persistent global supply shortages, strong AI…
The rollout of Siri AI wouldn’t have mattered in China or the EU since strong regulatory checkups would mean Apple needed to expose itself to another headache that could take months…
…As TSMC, SK hynix, Samsung and other chip manufacturers respond to the booming AI demand by expanding their production, this supply chain is now under stress. This demand has led lead times…
Flush with its cash from a record-setting IPO, China's CXMT is considering building a second memory chip plant in Beijing. CXMT is regularly discussed in the media as a Chinese…
…Moreover, China accounts for over 70 percent of global shipments of optical transceivers. Even so, an immediate ban is quite unlikely, especially given the fact that Innolight is a major supplier of…
Chinese DRAM and memory makers are accelerating their DDR5 development to tackle the growing needs of AI, Enterprise, and Consumer segments. China's CXMT Is Leading The Charge In Accelerating DDR5 Memory…
Apple is suddenly re-engaging critical supply chain nodes in China, from trying to source DRAM and NAND directly from CXMT and YMTC , respectively, to making Alibaba's Qwen AI model available…
