NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoing NVIDIA-OpenAI fiasco, it's important to note the fundamentals that underpin the partnership. Team Green is currently the world's largest AI infrastructure provider, and almost all hyperscalers are dependent on the company, not just for hardware, but also for financial commitments in the form of "collaborations" or whatever you call it. At the same time, NVIDIA […]

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Intel is now looking to capitalize on the ongoing DRAM demand by partnering with a SoftBank subsidiary to launch a new "ZAM" memory technology. Intel's ZAM Memory Modules Now Bring In Higher Power Efficiency Through Innovative Interconnect & EMIB Well, with the AI infrastructure buildout being at its peak this year, there has been a gigantic rise in DRAM demand, driven by the adoption of hyperscalers and chip manufacturers. And more importantly, given that memory suppliers are limited worldwide, the supply chain bottleneck is immense right now, underscoring the need for new competitors to enter, which is why Intel is reported […]

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SMIC, China's biggest chip manufacturing company, is now looking to advanced packaging, given how NVIDIA and others have leveraged it to scale performance beyond the norms of Moore's Law. SMIC Plans to "Strengthen" Cooperation With OSAT Partners, In Order to Effectively Develop Packaging Solutions Advanced packaging has been a key resource for chip manufacturers to scale performance significantly over the past few years. Scaling laws have pushed beyond the traditional transistor-shrinking approach towards newer techniques, and one way to do so is to bring innovation to backend semiconductors, such as TSMC's CoWoS. According to a DigiTimes report, SMIC is now […]

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Memory contract pricing is rising at a rate never seen before, and according to a new report, QoQ quotations have almost doubled amid gigantic demand. DRAM Prices Are Expected to Double This Quarter Alone, As Most of the Allocations Will Be Towards Hyperscalers Well, memory shortages have been a topic of discussion at the outlet several times now, and it is important to discuss key developments with our readers to ensure they are "mentally prepared" for the craziness ahead. A report by DRAMeXchange, an outlet that extensively tracks DRAM and NAND contract pricing, states that price negotiations between memory suppliers […]

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TSMC's 2nm process is reported to be experiencing large-scale adoption from chip manufacturers, with the likes of NVIDIA, AMD, and ASIC designers battling for capacity. TSMC's 2nm Process Capacity Is "Heavily Contested" Between Mobile & HPC Customers With the AI frenzy, we have seen HPC customers accounting for a significant share of TSMC's total revenue, and it appears that, with N2-class nodes, the influence of chip manufacturers will only increase. Based on a report by Ctee, it is discussed that 2nm customers are reporting the biggest-ever capacity, since mobile clients like Apple and Qualcomm will drive the initial adoption, but […]

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TSMC's production lines are already under severe pressure, and based on what NVIDIA's CEO is saying, the Taiwan chip giant would need to expand production by more than 100% just to meet NVIDIA's demand alone. TSMC's Aggressive CapEx Spending & Fab Buildout Is Dedicated Towards the "World's Largest Infrastructure" Buildout NVIDIA's AI bandwagon is moving at a rapid pace, and with that, the company seems confident about how demand for AI infrastructure will evolve in the coming years. During an interview with local media, Jensen disclosed that TSMC plans to expand production by more than 100% over the next decade. […]

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NVIDIA's CEO recently hosted his iconic 'trillion-dollar' dinner with Taiwan's supply chain executives, underscoring their importance. NVIDIA Stands Unfazed by Shortages With DRAM, NAND, Chips, and Advanced Packaging, Due to the Company's Close Relations with Taiwan When it comes to NVIDIA and Taiwan, the relationship between the two hasn't been as close as it is during the AI frenzy, given that it's become necessary for Team Green to keep its partners close and on board. Under CEO Jensen Huang, NVIDIA has managed to vertically integrate its supply chain sources, not only being the first to access them but also maintaining […]

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NVIDIA's Jensen Huang discussed the upcoming AI PC chip during his recent visit to Taiwan, reiterating the collaboration with MediaTek on it. NVIDIA's Upcoming N1/N1X Chips Are Now Verified By Jensen Himself, With Launch Expected By H2 While NVIDIA disappointed us at CES 2026 by unveiling no consumer GPU, the company does have a rather 'exciting' plan for gamers this year, as the long-awaited AI PC SoC is expected to debut in the second half of the year. While speaking with Taiwanese media, CEO Jensen Huang commented on the upcoming chip, revealing that it is co-developed with MediaTek and intended […]

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NVIDIA's deal with OpenAI was known to be one of the largest commitments to the AI lab; however, an agreement still hasn't been reached, and Jensen is now a bit skeptical. NVIDIA's CEO Has "Privately Criticized" OpenAI's Business Approach, Raising Questions On the $100 Billion Deal NVIDIA had committed to the OpenAI deal a few months ago, and Team Green announced to supply "multi-GW" of compute power in a $100 billion deal, which is by far the largest investment into the AI lab, which is now eying an IPO. The arrangement back then took the industry by storm, especially since […]

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