Industry Page 8 of 57

All posts related to the industry in general.

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

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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

A man in a black leather jacket with lobster claws for hands holds a device labeled 'CUE.'

NVIDIA’s CEO Says OpenClaw Did in 3 Weeks What Linux Took 30 Years to Achieve; Proof of How Big Agentic AI Really Is

Man speaking on stage with Siemens and foundry visible in the background.

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge

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Frank Yeary, the Intel Board Chair Who Pushed the Foundry Spin-Off and Orchestrated Pat Gelsinger’s Exit, Is Retiring This Year

AMD Witnesses “Unexpected” CPU Demand From Customers as Agentic AI Accelerates Adoption; CEO Lisa Su Warns Supply Is Tightening

A close-up of a circuit board featuring Micron SOCAMM2 and LPDDR5X memory chips.

Micron Ships Out the “World’s First” 256GB SOCAMM2 Modules Targeted Toward the Agentic AI Frenzy

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

The U.S. Moves Once Again to Ban Chinese Memory; CXMT & YMTC Could Soon Be Banned from Several Government Devices

Huawei’s ‘Claimed’ Rival to NVIDIA’s Vera Rubin AI Systems, the Atlas SuperPoD 950, Will Make Its First Public Debut at MWC

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

TSMC’s Arizona Plant Finally Turns a Profit After Four Years of Struggle, But Money Was Never the Real Goal

Two individuals are depicted in a black and white image with a background of server racks, one with a contemplative

OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’

A presenter stands on stage in front of a screen displaying numerous company logos, including Acer, ASUS, GIGABYTE, MSI, and

AI Demand in Taiwan Brings a Problem Everyone Is Eager to Have as Income Starts Outpacing Investment, Triggering Record Savings

A large silicon wafer with multiple microchips is resting on a perforated metal surface.

NVIDIA Officially Overtakes Apple as TSMC’s Biggest Customer; There’s No Stopping the World’s Largest Infrastructure Buildout

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

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

NVIDIA Says Groq Acquisition Will Play a Role Similar to Mellanox, Extending the Architecture as an “Accelerator” For Low-Latency Decode