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DRAM Contract Prices Are Projected to Rise By a Whopping 50% In This Quarter, As Shortages Now Appear to Be Out of Control

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jan 2, 2026 · Muhammad Zuhair

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Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 3, 2026 · Muhammad Zuhair

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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

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 11, 2026 · Muhammad Zuhair

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This AI Startup Demands AMD to Build a 96 GB RDNA 5 GPU for a Wild Venture, and Is Already Seeking Investors

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Mar 8, 2026 · Muhammad Zuhair

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Finding a High-VRAM GPU Is Getting Much Harder, With a Japanese Retailer Warning That Restocks May Be Off the Table For Now

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Dec 27, 2025 · Muhammad Zuhair

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Memory Makers Rush to Build New Facilities, But Don’t Expect the Extra Capacity to Help Anyone Outside the AI Elite

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Feb 19, 2026 · Muhammad Zuhair

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AMD Radeon RX 6600 GPU Gets a Significant Discount, Now Available For $180 US

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jun 13, 2023 · Muhammad Zuhair

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ASUS Readies A Flood of Custom Radeon RX 7800 XT & RX 7700 XT GPUs

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Sep 15, 2023 · Muhammad Zuhair

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NVIDIA's Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 1, 2026 · Muhammad Zuhair