… Samsung Electronics and SK hynix are reported to be stepping up investment in their respective wafer fabrication plants in China in a bid to boost supply of memory chips, according to South China Morning Post . …
… No lesser an authority than the former president of Samsung Electronics' semiconductor division says that memory prices could fall starting in the second half of next year thanks to a "surge" in manufacturing capacity in China. …
Systems Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges China-bound Hopper accelerators are also likely to ship in smaller volumes than previously forecast, industry watchers say Nvidia's next-gen Rubin GPUs may end up shipping later and in smaller volumes… …
… Diversification brings multiple issues to Ternus, including keeping China happy. With the growth of the Indian iPhone supply chain, China& 039;s worried about a reduction in investment from Apple, despite the attentiveness of Tim Cook on the issue. Ternus won& 039;t just have to keep China happy. …
… Demand is surging while supply struggles to keep up, pushing prices higher and boosting Samsung’s profits. There’s another reason shares surged on Wednesday. …
… Related Story SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching The strict payment requirements underscore the delicate balancing act Nvidia faces as it attempts to capitalise on surging Chinese demand while navigating regulatory… …
… DDR4 'Rapid spike' in DDR4 spot pricing precipitated by manufacturer phase out plans, US-China tensions, and market uncertainties. …
… Goldman Sachs: Supply constraints masked stronger demand Goldman Sachs said Apple& 039;s results likely understate underlying demand, with supply constraints limiting growth in key products such as iPhone. …
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