…More importantly, for suppliers like SK hynix and Samsung, the primary focus is on profitability . This is why, apart from catering to the AI segment, these suppliers are also scrutinizing their customers…
Public Sector OpenInfra General Manager talks sovereignty, governments deploying tech 'kill switches' Geopolitics enter the room as Thierry Carrez shows that there's more to Kubecon than AI KUBECON Sovereignty was a…
…The PC industry has undergone significant changes in the past few months, primarily driven by shortages all across the supply chain. And when we say changes, we mean rising prices across retail…
U.S.-China summit to likely cover AI rivalry, chip exports, supply chain security, and the EV trade as leaders navigate intensifying geopolitical tensions.
…and China, tensions and conflict affecting Israel and the Middle East, rising tensions between mainland China and Taiwan and the impacts of Russia's war on Ukraine; recently elevated geopolitical tensions, volatility…
AMD's CEO, Lisa Su, and her visit to South Korea were apparently aimed at securing HBM4 supply from Samsung, and it appears she has succeeded in securing the desired capacity. AMD…
…Even with the efforts DRAM suppliers are making, the demand is still far too high, as according to an earlier estimate, the datacenter buildouts occurring worldwide require DRAM inventory levels that suppliers…
…And, given that AI giants like NVIDIA, AMD, and others have their NAND supply locked for several quarters ahead, the ultimate burden would come on the consumer segment once again, replicating a…
…9% global PC shipment decline due to memory shortages, rising costs, and geopolitical tensions. The PC market faces ongoing supply constraints and economic challenges ahead. 0:00 / 2:15 Use left and…
Amid cries of a decline in the memory industry, supply chain reports suggest that hyperscalers are locking into long-term contracts with suppliers to secure a consistent supply. Hyperscalers Are Willing To…