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Highlights and Predictions in Chip Evolution
…Read all comments on Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
Wirescreen, a business-intelligence outfit that looks into Chinese firms, says that the People’s Liberation Army (PLA) has been actively purchasing Nvidia AI chips even after the White House applied export…
…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…
Following Donald Trump’s visit to China, the United States reportedly cleared 10 Chinese firms to purchase NVIDIA H200 AI chips. The US has also allowed a few Chinese companies to act…
…Over 50 ecosystem players endorsed Arm's decision including chip suppliers Mediatek, Micron, Marvell, and ST Micro. Major customers Apple and Qualcomm were not among them, though Nvidia was. Arm has been…
…chip, utilizing Nvidia’s expertise in building high-performance systems for AI and enterprise use, that’s potentially a game-changer for the laptop market – and a big challenge to AMD, Apple…
…One of the topics covered in the YouTube session is his stance on granting “adversarial countries” access to Nvidia chips. It’s widely known that the Nvidia chief is against export controls…
…as Apple’s larger M5 chip configurations. Ironically, AMD’s chips have been almost entirely coopted for building DGX Spark-like SFF workstations, so with a robust laptop lineup NVIDIA is not…
…chip. Let's open up these claims to see whether QC firms could actually compete with NVIDIA/AMD. At their current state, quantum computers are known to be best towards specific application…
…Building a full product and partner ecosystem is a much larger challenge than simply building and shipping a chip. It's clear that Nvidia has a small army of OEM partners ready…
