… NVIDIA's CEO visited Taiwan and South Korea several times last year to meet with supply chain executives, which has helped the firm maintain an edge in procuring capacity for its current and future products. …
… Related Story Intel’s ZAM Memory Threatens HBM’s AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints DF1000 - China's First 3D DRAM-Powered AI Accelerator Made Using a Domestic Supply Chain Starting with the details, the DF1000 chip is based on a 14nm process technology… …
… We have talked about how NVIDIA, and its close relations with supply chain partners , have helped the company gain the edge in the modern-day infrastructure buildout, and this isn't just limited to DRAM; this superior position extends to other key dynamics such as semiconductors, advanced packaging… …
… This allows NVIDIA to diversify its supply chain partners. We know that Micron and SK Hynix have developed SOCAMM2 memory for Vera Rubin platforms using their LPDDR5X solution, but NVIDIA is searching for more supply chain partners. …
… ABF is one of the more 'quieter' elements in short supply in the AI supply chain, but we highlighted it specifically here because it is proving to be one of the bigger bottlenecks in scaling the advanced packaging supply. …
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 new generation. …
… A report by Taiwan's UDN discusses how the Taiwan chip giant will address the influence of geopolitics on its operations, and whether supply chain 'turbulences' could affect its output numbers. …
Samsung's DRAM production is expected to rise in only 'single-digit' percentages, despite global demand accelerating significantly, indicating that the supply chain will remain constrained. …
… This pursuit is driven by two key bottlenecks: the first is that the entire AI supply chain currently depends on the Taiwan giant for front-end and back-end needs, which creates a 'single point of failure' in case geopolitical rivalry between China and Taiwan heats up. …
Getting a new PC next year could prove to be an expensive venture for consumers out there, as IDC estimates that the supply chain will witness a widespread "price hike" wave. …