… There's no doubt that the AI supply chain is in dire need of diversification and additional partners, which is why ASUS's AI business revenue is soaring, and the company expects to expand its footprint moving this year, which implies that PC vendors will see AI as a vital part of their broader 'res… …
… AMD Says it's Working With AICs to Keep the GPU Prices Low and That Managing the Memory Ecosystem is a "Core Part" of its Strategy The GPU price hike is imminent, and it's continuously rising due to the incredible DRAM shortage the current AI boom has created. …
… However, in a talk with Tom's Hardware , Gigabyte's CEO, Eddie Lin, discussed how NVIDIA could adjust its supply chain strategy to maximize profits and get the most out of its 'scarce' DRAM inventory. …
… We will have to see whether Intel's CEO, Lip-Bu Tan, has a similar approach to Intel's AI business. However, the departure of Sachin Katti will likely leave a strain on the company's operations. Intel's AI strategy has been underperforming ever since the rise of the technology. …
… It is claimed that this partnership is driven by India's ISM mission, introduced by Prime Minister Narendra Modi in 2021, which aims to boost domestic semiconductor fabrication, design, and packaging. …
… Related Story Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels Rather than rapidly expanding facilities, we will pursue a strategy of maintaining long-term profitability. …
… Several US fabless manufacturers are aggressively pursuing a dual-foundry strategy, with AMD and Qualcomm also looking to pair Samsung and TSMC . …
NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. …
… Unfortunately, in the latest discussion on Reddit, OEMs using Snapdragon X2 Elite in their machines are targeting short-term gains rather than joining hands to help expand the ecosystem, and if that remains a consistent goal, then the operating system may never take off. …
Intel's SambaNova acquisition was seen as a way to spearhead the company's AI strategy in inference, but it appears Team Blue has settled for much less. …