The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain. DRAM Contract Prices…
…While suppliers are immensely benefiting from the current situation, there are concerns that the aggressive demand will end. To ensure the cycle's volatility doesn't affect suppliers more, Samsung is reportedly…
The situation in the memory industry has become mainstream, to the point that companies are now reconsidering their product strategies to minimize the impact of supply constraints. Memory Shortages Are Forcing 'Consumer…
…Server CPUs Are Now Under Immense Demand From Hyperscalers, Potentially Forcing Intel/AMD to Shift Away From Client Products The broader tech supply chain is currently under significant pressure , courtesy of the…
…supply chain for Apple's signature hardware through 2031. This blockbuster deal serves a double purpose for Cupertino, anchoring its wireless tech roadmap while acting as a shield against volatile geopolitical conditions…
…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…
Well, storage supply lines are under massive pressure, which is why a new report claims that HDD prices are soaring rapidly, with the highest-ever increase in eight quarters. HDD Adoption Is…
…Speaking with Barron's, CFO David Zinsner revealed that Intel is facing a 'chip supply' shortage, given that demand for both data center and client CPUs is growing steadily. The uptrend is…
…It appears that Team Green has learned that the supply chain does take time to adjust to the company's architectural changes, as we saw significant complications when switching from Blackwell to…
…Many viewers have attributed it to shortages seeing an end, but supply chain reports and market dynamics suggest otherwise. However, memory suppliers have lost 'hundreds of billions' in market capitalization in the…