Search: AI infrastructure investment

AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

…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…

Oct 2, 2025 · Muhammad Zuhair

Micron Makes a Bold Bet to Expand Memory Production, Striking a Massive Fab Acquisition Deal With Taiwan’s Powerchip to Combat Shortages

…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…

Jan 18, 2026 · Muhammad Zuhair

The Nintendo Switch 2 and Xbox Series X/S Are Likely Due for a Price Increase Following the PS5, PS5 Pro Hike, Says Analyst

…Nintendo Orders 20 Million Units as Analyst Says Buyers Will Adjust " With no sign of prices easing largely due to demand for AI infrastructure, Sony will have made the move to protect…

Mar 27, 2026 · David Carcasole

RAM Shortages Have Gone So Crazy That Thieves Are Now Actually Pulling Modules Out of PCs

…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…

Jan 14, 2026 · Muhammad Zuhair

Intel Showcases Its “ZAM Memory” Prototype for the First Time, Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance

…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…

Feb 10, 2026 · Muhammad Zuhair

Intel's EMIB Challenges TSMC's CoWoS as America's Answer to the AI Packaging Bottleneck

…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…

Mar 6, 2026 · Muhammad Zuhair

Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier

…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…

Nov 14, 2025 · Muhammad Zuhair

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So 'Absurd' That Buyers Might Find It Better to Give Up

…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…

Feb 27, 2026 · Muhammad Zuhair

Framework Announces Memory Price Hike, but Insists It Won’t “Overcharge” Customers Like Apple and Dell

…Despite firms like Samsung investing heavily in the production of general-purpose DRAM , most of the allocations will ultimately go to the AI sector. About the author : Muhammad Zuhair is a hardware…

Dec 9, 2025 · Muhammad Zuhair

Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing

…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…

Oct 30, 2025 · Muhammad Zuhair

Followed topics

AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

Micron Makes a Bold Bet to Expand Memory Production, Striking a Massive Fab Acquisition Deal With Taiwan’s Powerchip to Combat Shortages

The Nintendo Switch 2 and Xbox Series X/S Are Likely Due for a Price Increase Following the PS5, PS5 Pro Hike, Says Analyst

RAM Shortages Have Gone So Crazy That Thieves Are Now Actually Pulling Modules Out of PCs

Intel Showcases Its “ZAM Memory” Prototype for the First Time, Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance

Intel's EMIB Challenges TSMC's CoWoS as America's Answer to the AI Packaging Bottleneck

Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So 'Absurd' That Buyers Might Find It Better to Give Up

Framework Announces Memory Price Hike, but Insists It Won’t “Overcharge” Customers Like Apple and Dell

Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing