… Taiwan's Water Shortages Are Influencing TSMC's Largest Fab Network, But There Are No Production Concerns For Now Taiwan is the world's semiconductor hub and is likely a chokepoint for the modern AI infrastructure buildout , given that the region hosts one of the world's most advanced fab networks … …
… And amid all this, it is the end buyer who will feel the most pressure. …
… More importantly, for Taiwan in particular, the pressure to shift chip production lines to the US has increased sharply since President Trump took office. …
… Similar to AI memory, HDDs have seen massive adoption in recent times, which has put suppliers under pressure. …
… The Rubin platform is expected to take up a decent chunk of global NAND output , as rack solutions alone could consume 115.2 million TB of NAND storage by 2027, putting immense pressure on the supply chain. …
… ASUS & Other PC Vendors Are Running Out Of Their DRAM Stockpile, Leading Them to Aggressively Hike Prices The PC industry has been under pressure ever since memory shortages became prevalent, yet vendors have shown restraint in raising product prices, given that they had been relying on stockpiles … …
… But in the current situation, PC manufacturers are ultimately 'bound' to pass on the cost pressure to customers. …
… The increase in NAND pricing would have devastating effects on the consumer PC industry, as it would not only make SSDs much more expensive but also make it hard for system integrators and PC manufacturers to secure supply, ultimately putting pressure on consumer product pricing. …
… In a statement by Samsung's co-CEO TM Roh discussing the company's semiconductor business, he disclosed that the memory shortages are expected to put pressure on consumer offerings , yet the semiconductor division is expected to benefit. …
… Server CPUs Are Now Under Immense Demand From Hyperscalers, Potentially Forcing Intel/AMD to Shift Away From Client Products The broader tech supply chain is currently under significant pressure , courtesy of the infrastructure buildout, as we have seen over the past few quarters, DRAM, NAND, and s… …