… More importantly, for Taiwan in particular, the pressure to shift chip production lines to the US has increased sharply since President Trump took office. …
… The Rubin platform is expected to take up a decent chunk of global NAND output , as rack solutions alone could consume 115.2 million TB of NAND storage by 2027, putting immense pressure on the supply chain. …
… While the goal certainly seems optimistic, it is also important to note that the NAND supply lines are already under massive pressure following demand for storage from CSPs and AI giants, and given that the AI SSD solution being discussed actually becomes mainstream, well, you could expect a DRAM-l… …
… Related Story Agentic AI Pushes CPUs to Pack 400 GB of Memory, 4x More Than Today, as DRAM Shortage Spirals Toward 2027 Given that with long-context workloads, the pressure tends to shift more towards GPU VRAM, the LMSYS team integrated PD Prefill-Decode Disaggregation, a widely used mechanism for … …
… Apple & NVIDIA Are Major 3nm Clients, and the Supply Shortage Actually Helps Them Offset Competition We have discussed TSMC's chipmaking capabilities being under pressure, as every major entity in the AI race depends on the Taiwan giant. …
… PC vendors are signalling broad price increases as cost pressures intensify into H2 2026. …
… However, it would be interesting to see how Lip-Bu Tan manages the 'media pressure' since the transaction is claimed to be a conflicted one. …
… Now, the reason why the GPUs were experiencing high temperatures in the first place is due to the fact that when the vapor chamber is exposed through a hole, the changes in internal pressure disrupt the flow of heat in the system, which results in temperatures exceeding the 100°C mark in some cases. …
… However, it's essential to note that with general-purpose DRAM products, such as GDDR and LPDDR memory modules, facing shortages, consumer products will also face pressure. …