…However, times have changed since late 2025, as AI datacenters have gobbled up the majority of the DRAM supply, leaving manufacturers like CXMT and YTMC to flex some might of their own…
…that the 'Big 3' memory suppliers are distracted by AI. CXMT has been a key figure in the DRAM industry, especially during periods when global memory supply is under massive constraint, driven…
…in supply chain complexities and added costs, which we'll summarize in this image: We'll dive into how the H200 and Instinct MI308 AI chips would turn out for China moving…
With aggressive AI demand burdening TSMC's packaging resources, supply chain reports from Taiwan continue to suggest that Intel's EMIB-T packaging technology is gaining traction with Google. Intel has marketed…
…More so, China itself has pushed against the use of NVIDIA GPUs at domestic data centers and AI factories, with even consumer-oriented options being pushed out of the market. Related Story…
…until the AI demand starts to fade away. Micron & China: Does the Manufacturer Feel the Heat From Competition With the Likes of CXMT? The narrative of Chinese memory suppliers filling the gap…
…NVIDIA CEO Talks AI, Competition, China, & Supply Chain Moat In Podcast, Says Accelerated Computing Has Been Their Secret Sauce In a podcast with Dwarkesh Patel , NVIDIA CEO Jensen Huang talked about several…
…As per the latest report by Trend Force , the global NAND Flash market is expected to remain supply-constrained throughout 2026, but should witness relief next year. AI infrastructure investments continue to…
The price hike from Apple was an inevitable event, but the company is now making efforts to ensure that its DRAM supply isn’t disrupted by AI chips gobbling up the entire…
…They have a good understanding of where the industry is heading, and have stated that as supply remains tight, AI firms are locking in supply in advance through long-term contracts and…
