Nokia gets an AI makeover – Fudzilla.com
…That strategy exposes Nokia to the risks of a volatile sector and the supply-chain squeeze of a crowded market. Recon Analytics analyst and director Daryl Schoolar said Nokia’s stock is…
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Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing
…Of course, building a robust supply chain in a nation is a matter of years, if not decades, but paying attention to elements other than wafer fabrication is an important step towards…
SK Hynix Announces Mega Investments to Enter Advanced Packaging Business as AI Demand Forces It to Take Production Into Its Own Hands
…This investment is a strategic decision that resonates with the government's policy of balanced regional growth while comprehensively considering supply chain efficiency and future competitiveness. - SK hynix The advanced packaging fab…
NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan
…Jensen claims that the US-Taiwan trade deal is a "win-win" for both parties, enabling increased global chip output and, for America, a resilient supply chain. Following the trade deal, Taiwan…
NVIDIA Now Reports GeForce Gaming GPU Revenue Under "Edge Computing"
…By partnering with major hyperscalers to supply "Vera" CPU racks, NVIDIA is accelerating widespread deployment across infrastructure providers for both internal use and third-party offerings. This strategy opens up a vast…
Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race
…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…
Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS
…The important point to note here is that the supply from the Taiwan chip giant is severely constrained , far more than semiconductors. This prompts the need for an alternative, and right now…
Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds
…China supplied 46% of Qualcomm's revenue in 2025, almost all of it from smartphone silicon, and Amon’s data center plan could revive the same export-compliant strategy that cut Nvidia…
AMD Radeon "Gaming" GPUs To Incur Another Price Bump This Quarter, Report States Pricing Is Expected To Reach Similar Levels As NVIDIA
…AMD Radeon GPUs Are Going To Become More Expensive This Quarter As DRAM Supply Constraints Continue As per a new report published by Board Channels, it looks like AMD partners are preparing…
AMD Has Reportedly Enforced a "Biased Distribution" of the RX 9070 Series Among AIBs; ASUS, XFX & PowerColor Receive a Much Higher Allocation
…AMD Apparently Divided RX 9070 AIBs Into Two Groups Based On Their Range of Custom Variants & Market Presence The biggest issue with modern-day GPU launches was mostly likely the supply, given…