Industry Page 7 of 57

All posts related to the industry in general.

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

TSMC’s Chipmaking Edge Is So Strong That Competitors Are Fighting to Work with Its Supply Chain Partners, Viewing Them as a Winning Bet

A person in a blue shirt stands in front of Dell EMC server racks in a data center.

Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded

Intel–SambaNova Collaboration Is One Answer to NVIDIA’s Groq Partnership, After It Became Clear GPUs Alone Can’t Dominate Inference

NVIDIA graphics card model A800 overlaid on U.S. and Chinese flags.

China’s ‘New Way’ of Breaking Into NVIDIA’s CUDA Moat Isn’t by Building a Replica: It’s by Changing the Way We See Hardware

Two men shaking hands, with one wearing an Intel branded jacket, standing in front of a blue background.

Intel Pairs Up With Elon Musk on the Grand “TeraFab” Project, Which Plans to Produce Chips at a Volume Significantly Larger Than Any Other Foundry

A person holding an unbranded computer processor with a visible die layout.

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

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

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

A large data center with rows of illuminated server racks and numbered concrete pillars under dim, colored lighting.

AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the ‘Best Case’ Scenario For Suppliers, But Terrible For Everyone Else

An ARM chip displayed in close-up with a gradient lighting effect.

Intel Isn’t Impressed By ARM’s AGI CPU, With Executive Saying There Isn’t Anything New With it, Despite Marketing Claims

An MSI GeForce RTX graphics card installed in a desktop PC with RGB lighting.

PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford

A person in a shiny jacket stands in front of an array of floating computer chips, with one labeled 'HBM4'.

Hyperscalers Are ‘Scratching Their Heads’ with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling

Silicon wafer inside a semiconductor manufacturing machine.

TSMC’s US Expansion Plans Grow More Aggressive With Twelve Planned Arizona Fabs, as Sole Reliance on Taiwan Appears to Be a ‘Dead End’

A chaotic warehouse with a man looking distressed among piles of DDR RAM, alongside a laptop displaying a downward graph labeled 'DDR RAM PRICE CRASH - Market Panic'.

Chinese Memory Vendors Are Claiming to Be “Doomed”, Tossing Aside Stockpiled DDR Modules as Dropping Prices Cause Panic

Man showcasing NVIDIA GPU on stage with server racks in the background.

NVIDIA Is Among the First to Submit MLPerf Inference v6.0 Benchmarks With Blackwell Ultra, and It’s Total Domination Over Competitors

A circuit board features two NVIDIA chips at its center with four large yellow components in a row above them.

NVIDIA’s Rubin Ultra Reportedly Scaled Back to Dual-Die Design, Instead of the Ambitious Four-Die One, Amid Supply Chain Concerns

A presenter on stage introduces 'CUDA-X for Every Industry', featuring visual representations for fields like data science, quantum computing, and medical imaging, along with related NVIDIA libraries and tools.

NVIDIA CEO Reveals How The Company Survived an “Existential Threat” After Forcing CUDA On Gaming GPUs; Now, It’s Their Biggest Moat

A silicon wafer with intricate circuit patterns is displayed alongside a diagram labeled 'IO Die (5nm)' on an informational sign.

Japan’s Most Ambitious Chip Project Surfaces as Fujitsu Pairs With Rapidus to Build One of the World’s First 1.4nm Chips

Masked individuals in dark clothing inspect a large, colorful semiconductor wafer under dim lighting.

TSMC’s 2nm Secrets Were Stolen With Just a Smartphone Camera; The Engineers Behind It Now Face Up to 14 Years in Prison

Micron Is Looking to Stack Gaming GPU GDDR Modules Like HBM for the First Time Ever, and AI’s Memory Hunger Is Entirely to Blame

A close-up of a glowing semiconductor chip with intricate circuitry patterns suspended above a blue-lit circuit board.

Huawei’s Ascend 950PR AI Chip Just Won Over Chinese Customers By Mimicking CUDA Through CANN Next, Threatening NVIDIA’s Moat

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

Taiwan Is Facing Its Worst Rainfall in 75 Years, and the Hardest-Hit Area Is Exactly Where TSMC’s Most Advanced Fabs Are

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