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Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Dec 8, 2025 · Muhammad Zuhair

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China Plays "Cat and Mouse" With NVIDIA Once Again By Reportedly Restricting H200 AI Chip Orders Flowing in the Region

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 14, 2026 · Muhammad Zuhair

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PC GPU Market Enters "Rough Sailing" as Shipments Drop 3.3%: It Could Get Much Worse in 2026

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 4, 2026 · Muhammad Zuhair

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SK Hynix Races Samsung to 400+ Layer NAND, but Must Abandon Tungsten Entirely as Stacking Hits a Material Wall

…Molybdenum offers better resistance & is already in use by Samsung. Samsung is also expected to optimize its NAND processes this year with the first 400-Layer V-NAND products. The rise in…

Jun 11, 2026 · Hassan Mujtaba

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The U.S. Moves Once Again to Ban Chinese Memory; CXMT & YMTC Could Soon Be Banned from Several Government Devices

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 2, 2026 · Muhammad Zuhair

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Memory Suppliers Are Actually Worried the Demand Boom Won't Last 'Too Long', and Are Already Rethinking Expansion Plans

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 15, 2026 · Muhammad Zuhair

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Apple and NVIDIA To Turn Into Direct Rivals Over TSMC's Crucial Chip Packaging

…chips utilizing SoIC (System on Integrated Chips) and WMCM," the two tech titans will begin to compete "for the same advanced 3D packaging resources in AP6 and AP7 . This convergence of roadmaps…

Jan 8, 2026 · Rohail Saleem

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Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Apr 11, 2026 · Muhammad Zuhair

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

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Feb 27, 2026 · Muhammad Zuhair

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Intel’s Panther Lake & Nova Lake CPUs Are Expected To Bring the Company 'Back in the Game' as Team Blue Shows Renewed Confidence in Its PC Roadmap

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Dec 5, 2025 · Muhammad Zuhair