TSMC's CEO Calls Intel a Formidable Competitor but Says No Shortcuts Exist in the Foundry Game
… It takes another 1-2 years to ramp it up. …
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NVIDIA’s Next-Gen Rubin AI Servers to Ship to Customers by August This Year, as Key Supplier Quanta Confirms No Complications in Mass Production
… Suppliers Face No Issue Ramping Up Vera Rubin Production For Now, Given How NVIDIA Has Retained Several Elements From Blackwell Team Green surprised us by announcing that Vera Rubin has entered "full production" in Q1 2026 , which was seen as a massive achievement, given that NVIDIA delivered earli… …
Intel Is the "Insurance Policy" For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
… Secondly, the firm has ramped up investments, which are reported to have increased to $300 billion, indicating that the US is now being positioned as an alternative to production in Taiwan. …
Samsung Preps For Mass Production On Next-Gen HBM4 Memory in 2026: 24Gb GDDR7, And 128GB+ DDR5 Products In The Plans Too
… In Q4 2025, the Business will aim for continued earnings improvement by ramping up mass production of 2nm Gate-All-Around GAA products, increasing fab utilization, and optimizing costs. …
Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A
… Now, in an analysis by Jerry Capital on X, it is disclosed that Intel has plans to acquire two High-NA EUV machines from ASML, which is an increase from a single unit, which means that Team Blue is set to ramp up chipmaking expenditure for upcoming processes. …
Apple To Use M5 Pro & M5 Max Architecture To Boost AI Efforts, New Server Chips’ Performance Boost Will Improve Siri Experience & More
Apple is beginning to lay the critical groundwork for its next-gen custom chips, including a much-anticipated server chip, dubbed Baltra , as per a new analysis from Morgan Stanley Apple is increasing its reservation slots for TSMC's SoIC packaging tech in anticipation of its next-gen custom chips,… …
Eidos Montréal Has an Open World Action/Adventure Game from the Tomb Raider Team Scheduled for 2026, Says Insider
… Hopefully, they can secure a win with this P11 title; it would be a shame if another game ended up like Monolith Productions . …
AMD Radeon RX 9000 Series Price Drops Even Further In Japan; RX 9070 XT Is Now Sitting At Lower Average Price Than December
… However, some GPUs are now selling for almost the same price as in the pre-RAMpocalypse era. …
NVIDIA Reveals Why the Company Is “Immune” to Memory Shortages — and How The Firm Prepaid Inventory to Keep the AI Boom Running
… The reason we are advantaged is that we were already at massive scale and growing very rapidly from that large base, so we prepared for this kind of major ramp-up with partners well in advance. …
China's Premiere Memory Maker Hits HBM3 Roadblock As Domestic DRAM Makers Rush HBM Manufacturing
… Global DRAM vendors are already rushing into mass production for HBM4 memory, and are ramping up HBM3E solutions for next-gen AI Datacenters. HBM4 will play a key role in upcoming datacenter chips such as NVIDIA's Vera Rubin and AMD's MI400, both expected to land later this year. …