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…The supplier is... New iPhone Starts Production Outside China Prior to Announcement for First Time Apple supplier Foxconn is starting production of the iPhone 15 in India, the first time that a…
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Top stories
Apple's U.S. chip plan gains steam thanks to $20B TSMC investment
…the world's processor supply, though, has up to now given Taiwan what's been called a silicon shield. The belief is that were China to invade, the US would…
Intel: CPU Shortage Will Extend Into Q3 2019
Intel's Q1 2019 conference call contained a great deal of information about the company's 10nm ramp, CPU shortage, and overall outlook for 2019. It's looking like a rougher year…
Huawei muscles in on China’s AI chips – Fudzilla.com
…Morgan Stanley forecasts China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese players. It puts the market at about $21bn this…
AI boom pushes Samsung to $1T | TechCrunch
…Demand is surging while supply struggles to keep up, pushing prices higher and boosting Samsung’s profits. There’s another reason shares surged on Wednesday. Reports came out yesterday that Apple has…
NVIDIA is reportedly preparing an RTX 5090 price hike due to rising costs of GDDR7 memory
…its GPU supply, prioritizing the high-margin RTX 5080 over the 5070 Ti since both cards have 16GB of GDDR7 VRAM. This decision was also made with the current "RAMpocalypse" in mind…
NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC
…entire AI supply chain currently depends on the Taiwan giant for front-end and back-end needs, which creates a 'single point of failure' in case geopolitical rivalry between China and Taiwan…
CPU shortage is reportedly 'more acute' than memory, as the industry banks on Intel 18A
…Intel's ramp-up of its 18A process node with Panther Lake CPUs aims to ease supply issues, though reliance on TSMC remains critical for components and overall industry recovery. 0:00…
Intel Announces Tiger Lake Coming Mid-Year, 10nm Ramp Accelerating
…Intel has never talked about launching any desktop CPUs on either the 10nm or 10nm+ process nodes, and with the firm already ramping up its discussion of Tiger Lake as an Ice…
AMD Finally Makes More Money On GPUs Than CPUs In A Quarter
Compute AMD Finally Makes More Money On GPUs Than CPUs In A Quarter Pent up demand for MI308 GPUs in China, which AMD has been trying to get a license to sell…