AMD's Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI's CPU Surge 'Largely Additive' to Accelerator Demand
… AMD CEO Discusses CPU Market & Agentic AI's Impact On Server Compute. …
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Google's TurboQuant Made The Memory Industry Fear The Boom Was Over; Even The Researcher Behind It Is Shocked By The Reaction
… 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 from NVIDIA, AMD and Intel. …
An Estimated 1/3 of Nacon's Global Workforce Isn't Getting Paid, as Cyanide, Spiders, and Kylotonn Get Placed Under Receivership
… Cyanide's receivership also dominoes to impact Big Bad Wolf , the studio behind the upcoming Cthulhu: The Cosmic Abyss . …
Intel’s CEO Lip-Bu Tan Faces Allegations of Steering Acquisition Deals Toward Companies Linked to His Investment Portfolio, Prompting Internal Tensions
… However, a few months ago, Intel's balance sheet was in a 'dire state' following dwindling financial quarters. …
The Nintendo Switch 2 and Xbox Series X/S Are Likely Due for a Price Increase Following the PS5, PS5 Pro Hike, Says Analyst
… Aside from a direct impact on hardware companies, I think this will cause some general industry concern about what the broader impact will be on market activity ." Harding-Rolls continues by pointing out that this will, of course, inevitably impact software sales. …
One Analyst Breaks From The Herd, Says Apple's DRAM Buying Spree Won't Crush Margins Despite 2.4 Exabyte Appetite
… Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. …
Samsung Strike Could Deepen DRAM Crunch And Cost $20 Billion As An 18-Day Walkout Risks Becoming a 36-Day Production Blackout
… This situation is likely to impact high-performance server DRAM and eSSD enterprise SSD products particularly hard. …
Apple Discontinues The 256GB Mac mini Just A Day After Warning Of A Memory Apocalypse
… Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. …
MediaTek, Qualcomm Reportedly Slash Shipments Of 4nm Mobile Chips By 15-20 Million Units As Demand Destruction Arrives
… Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. …
Memory Prices Won't Drop Even as Shortage Eases, Korean Research Firm Warns Hyperscalers Locked In Long-Term
… KIS believes that even if this time period elapses, the impact of the shortage on memory prices might persist due to the chips' ability to drive key metrics of AI GPU performance. …