Search: AI hardware economics

Meta 'Sprays Out' Four MTIA AI Chips in Two Years, Just When Everyone Thought the Custom Chip Efforts Were Dead

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Mar 11, 2026 · Muhammad Zuhair

"No One Can Escape Memory Shortages", Says Samsung's co-CEO, Claiming that the Fallout Will Also Reach TVs & Home Appliances

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jan 5, 2026 · 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

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jan 30, 2026 · Muhammad Zuhair

Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 3, 2026 · Muhammad Zuhair

China's YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Sep 25, 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

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Nov 21, 2025 · Muhammad Zuhair

"Like Selling Nuclear Weapons to North Korea": Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA's H200 AI Chip Exports to China

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Jan 20, 2026 · Muhammad Zuhair

Intel and AMD CPU Shortages Continue to Worsen as Delivery Times in China Exceed Six Months, Driving Widespread Price Hikes

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Feb 6, 2026 · Muhammad Zuhair

Intel–SambaNova Collaboration Is One Answer to NVIDIA’s Groq Partnership, After It Became Clear GPUs Alone Can’t Dominate Inference

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Apr 8, 2026 · Muhammad Zuhair

The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs

…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…

Dec 20, 2025 · Muhammad Zuhair

Followed topics

Meta 'Sprays Out' Four MTIA AI Chips in Two Years, Just When Everyone Thought the Custom Chip Efforts Were Dead

"No One Can Escape Memory Shortages", Says Samsung's co-CEO, Claiming that the Fallout Will Also Reach TVs & Home Appliances

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

Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

China's YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region

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

"Like Selling Nuclear Weapons to North Korea": Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA's H200 AI Chip Exports to China

Intel and AMD CPU Shortages Continue to Worsen as Delivery Times in China Exceed Six Months, Driving Widespread Price Hikes

Intel–SambaNova Collaboration Is One Answer to NVIDIA’s Groq Partnership, After It Became Clear GPUs Alone Can’t Dominate Inference

The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs