… 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. …
… As for Rubin, the next standard for AI GPUs has already made headlines in a $100 billion partnership with OpenAI, which will leverage the next-gen accelerators for their data centers. …
… That's why more AI PCs are being deployed as responsive and context-aware AI becomes the new norm. The data shows that just 4% of organizations are not planning to deploy AI PCs, while the rest are accelerating their AI PC procurement plans. The result is a 66% productivity gain with AI PCs. …
… The packaging technology is gaining lots of momentum as potential customers line up to utilize the tech for their upcoming chips, mainly for AI purposes. This demand has now led Intel to go after Taiwanese manufacturers to secure the equipment required for EMIB's readiness. …
Apple's probable return to Intel's fabs is not a threat to TSMC, which remains the "most trustworthy AI compounder," according to a new research report from Bernstein SocGen Group. …
In what is nothing short of a veritable earthquake, Apple has finally signed a preliminary chip-making agreement with Intel, adding critical optionality within its supply chains at a time when TSMC's advanced node capacity largely remains choked. …
… Read all comments on Apple Quietly Courts Intel And Samsung For Its Most Critical Chips As TSMC’s Advanced Nodes Remain Choked Under AI Demand
… One such claim came from the monthly call of GF Securities Hong Kong's monthly call, where analysts claimed that Apple had signed an agreement with Intel to use the 18A-P manufacturing process to procure the M7 chip. …
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss Memory prices continue to rise sharply. …
… Essentially, Apple realized that TSMC would continue to allocate an increasing share of its resources towards AI and HPC workloads, making it an imperative for Apple to find a viable alternative while its bargaining power remained high. …
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