… 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 . …
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… …
… MORE CONTEXT Beijing warns of more chip supply worries after Nexperia China claims it was cut off from SAP AWS Middle East disrupted after ‘objects struck datacenter’ amid Iran war Infosys chair says AI will clean up legacy systems – then make more of them US appears open to reversing some China te… …
… Our primary goal is to create AI capabilities that offer superior value for money.” He also said developing its own chips gives Alibaba “guaranteed supply of AI computing power,” which he said is necessary given “the unique circumstances currently facing the AI industry in China” – likely a referen… …