…But what happens when chip production is disrupted amid geopolitical tensions? TSMC meets their needs, they meet their needs better,and that’s why they’re not signing deals with Intel. But…
…A separate production-disruption scenario put the potential sales hit from the 18-day walkout at around KRW 4 trillion. The stakes have grown considerably since Samsung's first-ever strike in…
…the AI sector, but also by manufacturers' struggle to balance DRAM and NAND production. However, in recent times, the role of NAND chips has become much more significant in AI workloads, and…
…Both Samsung and SK hynix have lowered their NAND production forecasts for this year, and while the AI sector won't be influenced much, consumers could see the effects soon. Related Story…
…But not even Apple, one of the largest purchasers of silicon, is immune to supply-chain disruptions. Recent shortages have been driven by the massive build-out of AI data centers and…
…Apple’s products already have custom AI chips, known as neural engines. I suspect that a big part of its inevitable big move in AI will involve even more powerful neural engines…
…led by Menlo In Brief OpenAI co-founder Greg Brockman takes charge of product strategy Startups $60B AI chip darling Cerebras almost died early on, burning $8M a month Startups Why Artisan…
…products designed for Apple. At a recent earnings call, Apple’s outgoing CEO, Tim Cook, acknowledged concerns about the supply chain crunch, noting that chipmakers are toiling to meet demand for AI…
…expect a DRAM-like situation with NAND Flash chips as well. It appears that facilitating AI workloads comes at a high cost, which disrupts existing supply chains, leaving neither consumers nor suppliers…
…OpenAI is fast-tracking an AI-first smartphone designed to replace traditional apps with AI agents, challenging Apple and Samsung. With Qualcomm and MediaTek supplying custom chips and Luxshare manufacturing, shipments could…