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Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 8, 2026 · Muhammad Zuhair

NVIDIA Is Feeling the Heat From AMD’s Instinct MI455X AI Chips, Triggering Unusual Vera Rubin Upgrades to Hold Its Competitive Edge

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 21, 2026 · Muhammad Zuhair

Intel Jabs AMD With New Panther Lake Chips, Claiming Team Red Is Selling ‘Ancient Silicon’ in the Handheld Market

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 8, 2026 · Muhammad Zuhair

TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 23, 2026 · Muhammad Zuhair

DRAM Prices Have Risen by a Whopping 172% This Year Alone, Prompting Memory Manufacturers to Halt New Orders For DDR Modules

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Nov 3, 2025 · Muhammad Zuhair

SK Hynix to Boost DRAM Production by a Whopping Eight Times Next Year, But It Still Won’t Be Enough to Ease the Ongoing Memory Shortage

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Nov 21, 2025 · Muhammad Zuhair

Memory Shortages Have Become So Severe That Distributors Are Now “Forcing” RAM Buyers to Buy a Motherboard With Every Module

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Nov 17, 2025 · Muhammad Zuhair

China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Jan 30, 2026 · Muhammad Zuhair

NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly

…Meanwhile, China continued to make rapid advancements in the AI segment, with firms like Huawei introducing impressive chip roadmaps which focused on shifting towards self-built elements, and this prompted a massive…

Dec 23, 2025 · Muhammad Zuhair

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers

…His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e…

Mar 2, 2026 · Muhammad Zuhair

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Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

Top stories

Samsung & SK Hynix Go Into Hyperdrive With A Massive Fab Expansion Plan In Korea Worth Over $800 billion

Samsung Doubling Down On Newer 1.4nm+ Nodes Through Design And Optimization Techniques, As It Enters The Advanced Sub-2nm Club With TSMC & Intel

Samsung Could Aid Apple’s Rapid 1.4nm Transition, As Foundry Giant Reportedly Restarting Commercialization Of Next-Generation Lithography

Samsung bonds two 450-layer NAND cells into one chip as it chases 1000-layer SSDs that quadruple capacity by 2030

NVIDIA Is Feeling the Heat From AMD’s Instinct MI455X AI Chips, Triggering Unusual Vera Rubin Upgrades to Hold Its Competitive Edge

Intel Jabs AMD With New Panther Lake Chips, Claiming Team Red Is Selling ‘Ancient Silicon’ in the Handheld Market

TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet

DRAM Prices Have Risen by a Whopping 172% This Year Alone, Prompting Memory Manufacturers to Halt New Orders For DDR Modules

SK Hynix to Boost DRAM Production by a Whopping Eight Times Next Year, But It Still Won’t Be Enough to Ease the Ongoing Memory Shortage

Memory Shortages Have Become So Severe That Distributors Are Now “Forcing” RAM Buyers to Buy a Motherboard With Every Module

China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage

NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers