…Department of War contract, according to an announcement by the company's executive, who said Team Blue is now the chip supplier for the SHIELD program. Intel Secures Another Crucial DoW Contract…
NAND-based products, including consumer SSDs, could see a sharp rise in the coming weeks, as major suppliers raise prices to meet the massive AI demand. The Increase in AI Data Center…
…is the first time the US has targeted DRAM suppliers specifically, and given how valuable memory chips have become for the AI industry, this was coming. While Lutnick or the Commerce Department…
…a supply glut once AI demand settles in. However, recent estimates suggest that DRAM customer requests could rise by up to 30% YoY, with the majority driven by hyperscalers and chip manufacturers…
…In the past, semiconductor development typically began with the introduction of a new chip, followed by the expansion of applications built around it. Today, however, infrastructure strategies for AI services increasingly drive…
…Consumer SSDs Could Get a Lot More Expensive, Since AI Has Arrived to 'Gobble Up' NAND Chips The AI industry has managed to take every aspect of the supply chain by storm…
One of the biggest supply constraints the AI industry faces is with advanced packaging, and given that every entity relies on TSMC, it appears the firm is gearing up to add significant…
…One of the Biggest Winners of the AI Race Interestingly, this report comes after NAND chips have become an integral part of the AI supply chain, especially following the unveiling of NVIDIA…
…applies to memory and logic chips, not to Samsung overall. Contract prices for DRAM and NAND have risen steeply through 2026 as AI server demand outran supply, pushing memory makers toward 40…
…Rajiv Mongia and Intel’s thermal team are pushing boundaries to keep the heat off Moore’s Law and big AI chips that are getting bigger and more powerful. May 27, 2025…
