Industry Page 6 of 56

All posts related to the industry in general.

TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC’s 3nm Chip Capacity Has Become So Constrained That Only “Long-Term, Loyal” Customers Are Getting Priority

Intel’s Ex-CEO Blames Wall Street’s “Short-Termism” For America Losing the Chip Race, Saying No CEO Can Survive the Backlash

A person holding an ARM-powered AGI CPU with 'ARM' and 'AGI CPU' inscribed on it against a blue background.

ARM’s CEO Rene Haas Says the ‘AGI CPU’ Will Bite Into the x86 Dominance, Referring to Intel as “Historic”

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President Trump Assembles an AI ‘Dream Team’ to Advise America’s Future, With Jensen Huang and Lisa Su Among Them

A person in a dark leather jacket is smiling and giving a thumbs-up in front of a softly lit, blue-toned background.

NVIDIA’s True Power Lies in Its Infrastructure, but There’s an Overlooked Dimension to Its Grip: Jensen’s ‘Web of Alliances’

A presenter holds a device on stage in front of a slide displaying 'arm AGI CPU' and 'World's most efficient agentic CPU.'

ARM Takes Matters Into Its Own Hands, Unveiling the ‘AGI CPU’ as Its First-Ever Silicon for Agentic AI

"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

NVIDIA CEO Doesn’t Believe in “Succession Plans,” Says He Operates in a Way That Doesn’t Make His Company a One-Man Show

Elon Musk’s ‘TeraFab’ Quest Has Begun, as Tesla Poaches Taiwanese Engineers for What Could Be a Whopping $5 Trillion Project

A person in a black jacket holds two computer chips with dollar signs obscuring their eyes.

NVIDIA’s Vera Rubin Racks Are the Costliest to Date, but AI Giants Are Willing to Pay Anything to Avoid Becoming the Next Yahoo

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC’s Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn’t Even Been Built Yet

A hand holding a magnifying glass focuses on the intricate circuitry of a microchip against a map background.

Middle East Conflict Could Trigger a ‘Black Swan’ For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

An aerial view of the Advanced Technology Fab labeled with Tesla and SpaceX logos, alongside text reading '0.5 TW Current annual U.S. consumption' and '1 TW/year Terafab output.'

Elon Musk Unveils TeraFab, the Next Step Towards a “Galactic Civilization”, Targeting a Scale That Makes Every Chip Fab on Earth Look Tiny

SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’

Big Tech Is Paying Billions to Lock In Memory Supply, Essentially Promising Suppliers the Shortage Is Here to Stay

SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching

A presentation slide titled 'NVIDIA Extreme Co-Design Delivering X-Factors Every Year' features future chip architecture timelines labeled Blackwell, Rubin, and Feynman with components like 'Blackwell Ultra HBM4e' and 'BlueField-5,' alongside a speaker on stage pointing at the display.

NVIDIA’s Rubin CPX Is Off the Roadmap, Replaced by Groq LPUs for Inference, But May Return With Feynman in 2028

AMD CEO Lisa Su Reportedly Steps Down From Cisco's Board of Directors Position 1

AMD Finally Secures Samsung’s HBM4 Supply Following NVIDIA’s Footsteps, but the Deal Comes With a Surprising Caveat

DRAM Memory Supply To Experience Shortages As Manufacturers Shift Focus Towards HBM Production 1

Samsung Is Luring Customers With a “Slight Discount” Into Five-Year Contracts to Keep the Memory Boom Alive for Longer

A person with gray hair and glasses stands in front of a pixelated background featuring the Chinese flag.

NVIDIA’s China Exile Might Finally Be Over, as H200 Comes Back Into Production and a Groq-Based Solution Heads to Market

A presenter on stage with three open computer servers, showcasing internal components against a black background.

NVIDIA Unveils Vera Rubin With Groq’s LPX to Break Into Inference, a Market Where It Has Never Been First

A man wearing dollar sign glasses in front of a semiconductor wafer background.

NVIDIA Sees Compute Revenue Exploding to $1 Trillion in Just Two Years, as AI Hits an ‘Inflection Point’ With Inference

Intel Lands Inside NVIDIA’s DGX Rubin NVL8 Systems, With Xeon 6 Becoming the Mission-Critical Host CPU

A person is standing on stage showcasing various open server units with visible cooling systems and hardware components.

NVIDIA May Finally Abandon Its “One GPU Does Everything” Mantra at GTC 2026, and Here’s What to Expect

Increased DRAM costs to increase smartphone BoM (Bill of Materials) by up to 25 percent, resulting in lowered shipments

Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans

Intel To Show Up at NVIDIA’s GTC at the Perfect Time, as Agentic AI Turns CPUs Into the New Bottleneck

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

Elon Musk’s Plans for the ‘World’s Largest’ Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

An NVIDIA chip overlaying a digital map highlighting 'United States,' 'China,' and 'Japan,' with circuit patterns.

NVIDIA’s Blackwell B200 Chips Are Reportedly Accessible to China’s ByteDance Through ‘Rental’ Compute Services

SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’

“There Is No Scenario Where Memory Prices Will Drop Anytime Soon” Says Counterpoint as Supply Constraints Push Shortages to New Levels

Close-up of a computer chip with a blue and silver pattern encased in a metallic frame.

Meta ‘Sprays Out’ Four MTIA AI Chips in Two Years, Just When Everyone Thought the Custom Chip Efforts Were Dead

AMD’s Lisa Su Flies to South Korea Next Week to Secure Memory in a Market Where NVIDIA’s CEO Calls Scarcity “Fantastic”

NVIDIA's CEO Jensen Huang

NVIDIA’s CEO Just Described the World’s Most Expensive “Five-Layer Cake”, and It’ll Cost Trillions to Bake

A hand holding a magnifying glass focuses on the intricate circuitry of a microchip against a map background.

The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout

A presenter on stage discusses the 'EMIB-T with TSVs' & MIM,' highlighting its suitability for 'HBM4 & UCle 32 Gbps' and its

Intel’s EMIB Challenges TSMC’s CoWoS as America’s Answer to the AI Packaging Bottleneck

Unbranded chip held on stage with spiral backdrop.

The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out

A man in a black shiny jacket stands in front of a large circuit board against a background featuring the Chinese flag.

China’s Catch-22 Is Pushing NVIDIA to the Brink, and the Chipmaker Is Finally Fed Up With It