NVIDIA and SK Group: 2-GW AI Cloud with HBM4
…SK hynix therefore now describes its own strategy as a “Full-Stack AI Memory Creator”. The memory manufacturer no longer wants to supply only components, but to be involved early in the…
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Samsung Set to Be Among the First to Feature HBM4 in NVIDIA’s Vera Rubin AI Lineup, Having Reportedly Passed All Verification Stages
…for suppliers to keep up the pace, and Samsung has apparently done just that. It is diclosed that customer shipments around Vera Rubin start from August , and that Rubin AI chips will…
OpenAI and Broadcom announce chip designed for LLM inference at scale
OpenAI, the company behind ChatGPT and Codex and the models those tools utilize, and Broadcom, an established silicon supplier, have announced a new chip called Jalapeño, designed specifically for large language model…
Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing
…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…
AMD's Lisa Su Flies to South Korea Next Week to Secure Memory in a Market Where NVIDIA's CEO Calls Scarcity "Fantastic"
…It appears that AMD's CEO has become proactive in the AI supply chain as well, with Korean media reporting that she will visit South Korea by March 18. Related Story AMD…
Microsoft deepens SK hynix partnership as it seeks to reduce reliance on NVIDIA
…within Microsoft’s custom-silicon strategy. Earlier this year, SK hynix was named as the sole supplier of the Maia 200, Microsoft’s first in-house AI inference accelerator that it has…
The Humanoid Robot of the Future Is a 6-Foot-Tall Beefcake With a Chinese Body and an American Brain
…Singer notes that while the US has the world’s best AI chips, China’s supply chain gives its robotics companies a hardware edge. “Both sides have key parts of the supply…
Apple A20 chip to skip TSMC's WMCM tech amid DRAM shortages
…However, Apple could adopt WMCM in future A-series or M-series chips once supply stabilizes. The move also raises questions about how other manufacturers will navigate similar constraints, particularly as AI…
Western Digital Has No More HDD Capacity Left, as CEO Reveals Massive AI Deals; Brace Yourself For Price Surges Ahead!
…Like AI memory, HDDs have seen massive adoption in recent years, putting suppliers under pressure. With the AI frenzy, we have seen major PC components go into short supply , and unfortunately, this…
Ming-Chi Kuo: Rumors from a Reliable Apple Analyst
…Apple's AI Deal With Google Is Temporary and Buys It Time Apple is preparing to mass-produce its own AI-focused server chips in the second half of 2026 amid reliance…