… 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… …
… NVIDIA Is Looking at a "Low Risk" Partnership With Intel Foundry, Involving the Outsourcing of Just the Feynman I/O Die TSMC is emerging as a major bottleneck in the AI supply chain , and there's no doubt that fabless manufacturers are exploring options to expand their sourcing strategies. …
… Regarding product and supply chain timing, Jensen Huang pointed out that demand for Blackwell is strong and not just for GPUs. …
… Supply chain sources say that the plan for these 12 factories is TSMC’s largest overseas investment in history. …
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …