…It believes that in 2026, HBM demand will be driven by custom AI chips, while NVIDIA's Rubin Ultra platform will drive demand in the following year. About the author : Ramish is…
…Related Story TSMC’s AI Dominance Isn’t Under Threat By Intel Due To Key Raw Material Production, Says Citi The report states that TSMC will add two more wafer fabs and…
…10%–20% respectively, reflecting not only tight production capacity but also the strong demand for core computing components driven by the expansion of AI infrastructure. Supply chain sources reveal that major international…
…meet enterprise demand, which has driven up prices. Server CPUs Are Now Under Immense Demand From Hyperscalers, Potentially Forcing Intel/AMD to Shift Away From Client Products The broader tech supply chain…
…The Xeon 6 'Granite Ridge' CPU lineup is Team Blue's top offering to the AI segment, and it has prompted Intel to keep steadily expanding chip production lines, for even older…
…And even a nominal reduction in TSMC's production figures could force customers like NVIDIA, AMD, and others in the AI industry to reconsider deployment/delivery plans, triggering a 'domino effect' that…
…Korean giant has regained its throne in the memory markets, driven by the DRAM supercycle and by the company's aggressive shift in its HBM strategy. Related Story Korea’s DRAM & NAND…
…The US semiconductor industry has seen dramatic changes over the past few years, mainly driven by government initiatives such as the CHIPS Act, which aim to produce chips on home soil. Intel…
…Surging AI CPU/Xeon demand, sold-out wafer capacity, and strong client-side ramp with Core Ultra Series 3 and upcoming products. Market reaction: Shares have hit records amid growing AI optimism…
…NVIDIA's market dynamics have also started to shift as the industry moves toward agentic AI. The push to AI agents has brought back the importance of CPUs and pushed Intel Corporation…