…Ajinomoto has reportedly run short of ABF substrates and is hiking prices amid ongoing supply constraints that are squeezing the industry. CPU demand has exploded too, with Chipzilla even reusing weaker dies…
…Related Story Elon Musk Just Visited Intel’s Oregon Fab, The Same Fab Producing Cutting-Edge Panther Lake & Next-Gen Chips on 18A When asked by the media about the rumors that…
…Intel has already leveraged Backside Power Delivery for its 18A process technology, powering the Panther Lake CPUs. As for performance, TSMC A16 will offer an 8-10% speed up versus N2P at…
…s 18A-P Before It Loses Bargaining Power The A18 Pro chipset Apple probably wanted to use its newest iPhone-centric SoC, the A19 Pro. However, given the ongoing supply constraints in…
…The supplier concentration finding is particularly actionable. In one Surface Laptop 7 configuration, three suppliers account for approximately 73% of packaged-IC carbon. In a Zenbook S14 model, three suppliers account for…
…Right now, the only constraint Intel faces is mainly tied to customer commitments, as by the looks of it, nodes like the 18A and 18A-PT have turned out to be successful…
…Recently, it has been reported in the supply chain that Intel has released a huge equipment purchase order to Taiwanese equipment manufacturers to simultaneously launch the expansion of EMIB advanced packaging plants…
…The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers, Ajinomoto , to raise prices. These supply constraints are pushing the industry to look…
…Apple and Intel have tentatively agreed for Intel to produce some Apple chips, marking a potential return to their partnership amid TSMC supply constraints. This deal reflects Intel's improved foundry capabilities…
…Musk, speaking to Reuters , stating a supply constraint as plainly as anyone has stated one. TSMC is sold out. Samsung is committed. The existing supply chain can’t expand fast enough to…