…Earlier this month, Huang told CNBC that Nvidia would be “aggressively” expanding its supply chain and suggested that the “first priority for its growing cash pile was supporting suppliers amid surging demand…
…Strong demand across geographies, particularly in China, supported double-digit growth in both iPhone and Services revenue. Competition for advanced nodes and memory is increasing as hyperscalers pay more to secure supply…
…DRAM prices have surged by as much as 700% since 2022, with three memory makers controlling 90% of the total supply Even with a class-action lawsuit aimed directly at Samsung, SK…
…HDD prices surge to highest point in 2 years with demand from China and the US Western Digital runs out of HDD capacity: CEO says massive AI deals secured, price surges ahead…
The AI surge has not only led to a global supply problem, but it's also driving record revenue in the NAND segment; however, the PC market has taken a big hit…
…IDC says that the global memory supply has been drained into ... Apple Regains Top Spot in China's Smartphone Market Apple reclaimed the leading position in China's smartphone market in the…
…The Agentic AI and Inferencing boom has led to a significant surge in CPU demand. This has led major semiconductor companies such as TSMC to face severe supply constraints, all the while…
Huang says he'd be 'delighted' to serve China, but H200 shipments remain stranded as Huawei rides government-driven order surges.
…MORE CONTEXT Beijing warns of more chip supply worries after Nexperia China claims it was cut off from SAP AWS Middle East disrupted after ‘objects struck datacenter’ amid Iran war Infosys chair…
…Meanwhile, China's CXMT is perhaps the only company in the world that can offer Apple memory-related salvation. After all, CXMT is aggressively expanding its capacity right now, to the tune…
