…Winners of the AI Race Interestingly, this report comes after NAND chips have become an integral part of the AI supply chain, especially following the unveiling of NVIDIA's ICMS platform, which…
NAND-based products, including consumer SSDs, could see a sharp rise in the coming weeks, as major suppliers raise prices to meet the massive AI demand. The Increase in AI Data Center…
NVIDIA's Rubin Ultra GPU has undergone a significant design revision, according to reports from Taiwanese media, which claim that Team Green wants to ensure supply chain complexities are minimal with the…
…The higher domestic demand in China has also benefited Korean suppliers Samsung and SK hynix, as they are no longer required to be committed to delivering lower-priced commodity DRAM chips to…
One of the biggest supply constraints the AI industry faces is with advanced packaging, and given that every entity relies on TSMC, it appears the firm is gearing up to add significant…
It appears that distributors within the supply chain have found ways to capitalize on memory shortages to drive extra margins, and this is apparently done by 'forcing' consumers to buy motherboards with…
…strategy within Intel's foundry division, aiming to make the US chipmaker a leading chip entity in the upcoming decade . Intel, under its former CEO, invested heavily in America's chip industry…
…While this did prompt Beijing to bolster efforts to build a domestic chip supply chain, it curtailed efforts to climb up the process race, which is why "officially," China is limited to…
…Jensen claims that the US-Taiwan trade deal is a "win-win" for both parties, enabling increased global chip output and, for America, a resilient supply chain. Following the trade deal, Taiwan…
…Now, it appears that Samsung is investigating its employees for allegedly taking bribes related to the memory supply. The DRAM Supply Chain Is Now Heading to Desperate Levels, As Every Distributor Is…
