… With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage. …
… Tan also detailed his meeting with the Trump administration, which led to a 10% stake: Related Story Intel’s First Wildcat Lake Laptop Hits Retail at sub-$600, Undercutting Apple’s MacBook Neo, Doubles the RAM and Battery Capacity If you look at TSMC and Chartered Semiconductor, the government is a… …
… In an interview with No Priors , NVIDIA's CEO calls this sentiment the "doomers' narrative", claiming that talking such stuff about AI does no good, and more importantly, he says that those pushing this narrative aren't ordinary people, but relatively CEOs pushing governments. …
… Everything was going smoothly, but then every tech giant across the globe started running after AI. This saw TSMC being overwhelmed by chip orders from AI firms, leading to severe supply constraints. …
… We recently covered how China's largest retail platform, JD.com, had an exclusive page for "AI GPUs" where it was selling several banned NVIDIA products , including the RTX 5090 D v2. The page was taken down as soon as the discovery hit mainstream media. …
… While NVIDIA still has older chips for China, these aren't viable solutions anymore for emerging AI workflows such as Agentic AI. The entire AI economy now shifts to in-house solutions. …
… 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 from NVIDIA, AMD and Intel. …
… 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 from NVIDIA, AMD and Intel. …
… With that said, the supply constraints in the global memory ecosystem are way worse, forcing the US Government to remove restrictions on CXMT and YMTC . …
… Lip-Bu Tan - Intel CEO Another major technology that is talked about by Lip-Bu is EMIB, which he calls one of the most advanced and best technologies for chip packaging. EMIB was recently said to have reached 90% yields and is aiming for the next milestone to make it viable for external customers. …