…Talking about supply chain elements, the first and foremost is volume. And before we dive into volume, it's important to take a look at how CXMT produces DDR5/DDR4 modules and…
How the tables appear to have turned for Apple, which used to command absolute obeisance from its supply chain, leading to obscene margins, but now finds itself displaced by the AI hyperscalers…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
…demand for AI memory and evolving customer needs. The company informed us that commenting on memory shortages and their duration is premature at this time, given that the supply chain is still…
The AI industry has grown exponentially, but at the cost of gobbling up nearly all of the DRAM supply, leaving next to nothing for a multitude of manufacturers hailing from other businesses…
…CPU and Compute Die in One Package for Agentic AI Word of price hikes has been making its way across the supply chain for quite some time. A recent report from Daily…
…Google TPUv8 Lineup Expected To Be Unveiled Next Week, Focusing on AI Inference & Training While Boosting The Semiconductor Supply Chain Reports indicate that Google is working on not one, not two, but…
…With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to…
The conflict in the Middle East is now posing serious risks to the AI supply chain, particularly the semiconductor industry; the effects could be devastating. Taiwan's LNG Reserves Are Only Lasting…