…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…
…Samsung has been increasingly confident, particularly after the surge of memory demand caused by the expanding AI sector. If successful, this maneuver could disrupt the status quo and shift the balance of…
…For those who are not caught up to speed, prices for both DRAM and NAND storage chips have been surging lately due to increased demand from companies building out AI servers. Nvidia…
…More wafer shipments mean more chips, making this one of the earliest indicators of where the semiconductor market is headed. However, much of this growth is being absorbed by AI infrastructure over…
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