… DFSX Is Working on China's First DF1000 AI Accelerator With 3D DRAM Technology, Also Unveils 3.5D+ Packaging DFSX recently hosted a presentation where they announced China's first 3D AI chip that is built entirely using China's domestic supply chain. …
… With hostilities having started again in the Middle East, China, which accounts for a small portion of the global helium supply, announced today that it would freeze exports of the gas due to potential shortages. …
… For instance, despite China’s semiconductor firms having developed multiple 3D DRAM sample chips and running active customer projects, uncertainty looms over this architecture’s ability to equal or surpass HBM in AI inference performance. …
… Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply Currently, the situation has prompted China's AI chipmakers to double down on production and fill in the gaps created by NVIDIA's departure in a significant way. …
… Related Story Apple’s A20 Pro Borrows Samsung’s Side-by-Side DRAM Trick, And Places A Vapor Chamber On The Die, Echoing Exynos 2700’s Heat Path Block Strategy To address these needs, China has a vast DRAM supply chain, with firms like its premier memory maker, CXMT ChangXin Memory Technologies , le… …
China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. …
… Related Story SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching The strict payment requirements underscore the delicate balancing act Nvidia faces as it attempts to capitalise on surging Chinese demand while navigating regulatory… …
… Related Story AMD’s ‘Mighty’ Ryzen 9 9950X3D2 Will Launch With a Hefty $899 MSRP, And That Alone Should Keep Gamers Away The report mentions that apart from Intel, AMD is also facing similar supply constraints as well, given that Team Red does depend on TSMC for its EPYC lineup of processors, and s… …
… 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. …
… In recent weeks, CXMT has charged more than Samsung's roughly $1,240-per-unit price for comparable 64-gigabyte DDR5 server memory modules, two of these people said. via Reuters Even PC vendors in China are rushing to secure CXMT's DRAM supply with memory orders stretching through 2027. …
