…a sudden 'panic' not just within suppliers but also across the broader retail supply chain. Taiwanese outlet UDN now reports that RAM prices in China have dropped by more than 30%, affecting…
…AI bubble pops. I doubt CXMT can supply enough of the market, though we really need a competitor that isn't the big 3. #12 freeagent I am still rooting for China…
…In April, export value rose 100.1% year on year, the first monthly doubling on record, as price increases across AI servers, data centers, and memory spread through the supply chain. Samsung…
Apple has been testing memory made by China's CXMT as a lower-cost supplier as its regular suppliers hike up prices, but CXMT is demanding what Samsung gets paid for RAM…
The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block imports of new Chinese transceiver models, …
This is something that was spoken here and there, and now it is like writing on the wall. The main additional point is that China has created an independent supply chain. Starting from raw materials and home-made lithogr…
…Apple Apple has been quickly shifting its supply chain from a China-centric one to a more spread-out operation. This has included a major build-out of the supply chain in…
…increases and supply shortages. #5 ZoneDymo Come on China, save us It's not really saving, they just can't sell it to OpenAi and the rest of Ai idiots. Otherwise they…
…to secure the global AI supply chain. For those tracking this story closely, Taiwan's sudden aggression isn't really a surprise. Reports of underground hardware in China include thriving repair shops…
…The details suggest that the reason behind CXMT being the world's fastest DRAM supplier was strong domestic demand in China and capacity expansion. After its IPO earlier this year, CXMT is…
While China develops workarounds to US sanctions of high-end extreme ultraviolet (EUV) machines, the shortage in the memory industry due to high demand from AI chips has created an opportunity for…
…The scare gave fresh urgency to US and European efforts to reduce risk from China, including an EU scheme to stockpile rare earths. The International Energy Agency reckons China will supply more…