Search: AI chips & geopolitics

Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

…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 18, 2026 · Muhammad Zuhair

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers

…One of the more important factors behind Phison switching to a 'prepayment' model is the expectation that the role of NAND chips in AI will grow signifcantly moving ahead, given that, with…

Mar 2, 2026 · Muhammad Zuhair

SK Hynix Announces Mega Investments to Enter Advanced Packaging Business as AI Demand Forces It to Take Production Into Its Own Hands

…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 13, 2026 · Muhammad Zuhair

TSMC Is Now Pushing to Solve One of the Biggest Constraints For the AI Industry Through Massive Investments in Taiwan and the 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…

Apr 13, 2026 · Muhammad Zuhair

Intel Foundry Reportedly in Bold Pursuit of Former TSMC Executive Who Drove the Company’s High-End Chip Breakthroughs

…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…

Oct 28, 2025 · Muhammad Zuhair

Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman

…One of the culprits behind the rapid rise in DRAM capacity is the demand for HBM in modern-day AI chips, as companies like NVIDIA, AMD, and ASIC manufacturers scramble to acquire…

Dec 19, 2025 · Muhammad Zuhair

AMD’s CEO Lisa Su to Make a CES 2026 Comeback After Three Years, Unveiling 'Bold' Plans for Next-Gen Ryzen CPUs, Radeon GPUs, and AI Computing

…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 9, 2025 · Muhammad Zuhair

Big Tech’s Gulf megaprojects are trapped between two war choke points

…chip suppliers. “The security frameworks underpinning the U.S.-UAE AI partnership appear to have focused on supply chain control and geopolitical alignment, not on physical defense during high-intensity conflict,” Ali…

Mar 4, 2026 · Indranil Ghosh

Intel’s 14A Chip Has Already Outperformed 18A Nearly a Year Ahead of Its Debut, With Potential Customers Participating in Development

…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…

Oct 24, 2025 · Muhammad Zuhair

Samsung's Memory Production To See A "Measly" 5% Increase Despite Exploding Demand, Leaving Customers Stuck In A Severe Bottleneck

…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 16, 2026 · Muhammad Zuhair

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Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers

SK Hynix Announces Mega Investments to Enter Advanced Packaging Business as AI Demand Forces It to Take Production Into Its Own Hands

TSMC Is Now Pushing to Solve One of the Biggest Constraints For the AI Industry Through Massive Investments in Taiwan and the US

Top stories

Intel's new chips will probably make for some very expensive handheld gaming PCs

SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

Intel Foundry Reportedly in Bold Pursuit of Former TSMC Executive Who Drove the Company’s High-End Chip Breakthroughs

Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman

AMD’s CEO Lisa Su to Make a CES 2026 Comeback After Three Years, Unveiling 'Bold' Plans for Next-Gen Ryzen CPUs, Radeon GPUs, and AI Computing

Big Tech’s Gulf megaprojects are trapped between two war choke points

Intel’s 14A Chip Has Already Outperformed 18A Nearly a Year Ahead of Its Debut, With Potential Customers Participating in Development

Samsung's Memory Production To See A "Measly" 5% Increase Despite Exploding Demand, Leaving Customers Stuck In A Severe Bottleneck