… Hyperscalers Are Willing To 'Risk It All' to Secure DRAM Supply, Even Entering Into Contracts That Could Backfire The memory markets entered an interesting phase over the past few weeks, as 'widespread' panic among retailers and some elements of the supply chain led them to believe that the release… …
China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. …
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …
… NVIDIA Is Looking at a "Low Risk" Partnership With Intel Foundry, Involving the Outsourcing of Just the Feynman I/O Die TSMC is emerging as a major bottleneck in the AI supply chain , and there's no doubt that fabless manufacturers are exploring options to expand their sourcing strategies. …
… The Cupertino firm has always diversified its supply chain by adding more Japanese and Chinese suppliers to command better pricing. …
… Apple's chip fabrication deal with Intel entails sizable margin benefits, reduces supply chain risks, and weakens TSMC's monopoly Apple has reached a preliminary chip fabrication deal with Intel, according to the Wall Street Journal. …
… Even if YMTC and CXMT are not on the Pentagon's restricted list, they still face restrictions from the US Commerce Department, particularly YMTC, which is on the Entity List, posing a risk to supply chain partners. …
… ABF is one of the more 'quieter' elements in short supply in the AI supply chain, but we highlighted it specifically here because it is proving to be one of the bigger bottlenecks in scaling the advanced packaging supply. …
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …
… Regarding product and supply chain timing, Jensen Huang pointed out that demand for Blackwell is strong and not just for GPUs. …