…Similar to AI memory, HDDs have seen massive adoption in recent times, which has put suppliers under pressure. HDD manufacturers have indirectly indicated that demand is now expected to outpace supply, and…
…We have seen the likes of Anthropic exploring custom AI chips , while Google is already deep within its TPU strategy with a multi-front solution. With the Jalapeño chip, OpenAI claims that…
…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…
…Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply This strategic acquisition of an existing cleanroom complements our current Taiwan operations…
…SK Hynix to Scale Up 1c DRAM Production For GDDR7 & SOCAMM Modules, Likely to Target the AI Industry We have reported on memory shortages extensively in recent days, and the supply chain…
Elon Musk's plans to build a chip fab are expected to be unveiled in 7 days, as Tesla's CEO aims to solve the chip supply bottleneck his company faces. Elon…
…More importantly, for suppliers like SK hynix and Samsung, the primary focus is on profitability . This is why, apart from catering to the AI segment, these suppliers are also scrutinizing their customers…
…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…
…above seasonal Q1 through "strong execution and growing supply". Intel is primarily a CPU maker, and its Xeon chips land in major datacenters, AI firms, and servers across the globe. So with…
…on supply chain chatter in early April, suggesting that Apple was actively buying up "all available mobile DRAM on the market" to prevent its competitors from securing enough memory chips. Related Story…