… 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… …
… Read all comments on The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
… 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. …
… Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release… …
… Related Story V-Color’s New OC RDIMM Smashes The 9600 MT/s Barrier On Intel’s W890 Platform, While Sipping Just 1.1V At 8000 MT/s ASUS says that rapid AI adoption is putting upward pressure on global supply chains, driving up costs for components such as DRAM and NAND. …
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. …
… According to the Taiwan Economic Daily , Acer and ASUS are expected to respond to supply chain constraints by increasing prices, which could impact both enterprise and consumer PCs. …
… The company informed us that commenting on memory shortages and their duration is premature at this time, given that the supply chain is still adjusting to the situation, and we are uncertain about the potential demand from the AI sector. …
The conflict in the Middle East is now posing serious risks to the AI supply chain, particularly the semiconductor industry; the effects could be devastating. …
… Consumer SSDs Could Get a Lot More Expensive, Since AI Has Arrived to 'Gobble Up' NAND Chips The AI industry has managed to take every aspect of the supply chain by storm, and after disrupting the chip market, it is now targeting the DRAM and NAND supply chains. …