…I’m thinking, though, most investors will be okay with that because it will be confirmation that we can actually stand up an external foundry. Well, it appears that Intel is preparing…
…For instance, back in March 2026, we noted that Apple's server manufacturing cadence at its Houston plant was tagging the 10-server-per-hour threshold . Additionally, Apple also plans to manufacture…
…Surging AI CPU/Xeon demand, sold-out wafer capacity, and strong client-side ramp with Core Ultra Series 3 and upcoming products. Market reaction: Shares have hit records amid growing AI optimism…
…Related Story TSMC’s US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a ‘Dead End’ Industry observers note that major US…
…RX 9000 GPU planned for launch in the near future. However, AMD's ROCm documentation says otherwise. Related Story AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC…
…This is due to the huge demand for memory generated by the booming AI segment. DRAM makers have been unable to keep up with demand for AI, and things are even worse…
…AI will cause us to create several plants. The first plant is chip plants. We're the largest AI company in the world today. We committed half a trillion dollars to consumption…
…The company's Gaudi-class AI chips are considered 'obsolete' compared to what competitors like NVIDIA/AMD offer, and regarding future products, Intel's plans remain uncertain. The firm has recently showcased…
…Looking ahead, AMD plans to achieve volume ramp for the same EPYC Venice CPUs at TSMC Arizona, further enhancing its manufacturing capacity to fulfill the demands of AI datacenters and Enterprises. AMD…
…plans. The company already offers 294-layer and 232-layer NAND devices and is closing the gap with offshore companies such as Samsung, SK Hynix, and Micron. YMTC is also investing big…