One of the biggest supply constraints the AI industry faces is with advanced packaging, and given that every entity relies on TSMC, it appears the firm is gearing up to add significant capacity. TSMC's Advanced Packaging Supply Constraints Force the Firm to Rapidly Add New Capacity, or Risk Losing Customers We have discussed advanced packaging (AP) bottlenecks extensively on the website, but it is important to note that without adding new capacity, there is no other way to solve this bottleneck in the future. Based on a new report by Taiwan's CNA, it appears that TSMC is now ready to […]

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While NVIDIA has been mostly keeping itself away from the PC market in recent times, a new rumor suggests that the company might be looking towards an AIB acqusition. NVIDIA's Acqusition of an OEM Could Spearhead the Company's Entry Into the Laptop Segment, But Details Are Slim The PC industry hasn't been in its best state recently, as AI and shortages have made it difficult for PC vendors to sustain consumer interest. In the midst of this, a report by SemiAccurate says that Team Green is looking for a rather "bold" move in the PC market, as it is disclosed […]

Read full article at https://wccftech.com/a-wild-rumor-says-nvidia-might-be-looking-to-acquire-a-pc-manufacturer/

The memory industry saw a rollercoaster ride in the past few weeks following the debut of Google's TurboQuant, but the idea of shortages being over is seen as a "misinterpretation", to say the least. Google's TurboQuant Isn't Slowing Down the Memory Supercycle At All; the Demand Will Stay For Several Quarters With DDR prices coming down over the past few days, we did discuss the role of Google's TurboQuant algorithm; however, tying it to the end of memory shortages was a mere misperception, according to The Financial Times' latest report. Following the blog post about TurboQuant, we saw a huge […]

Read full article at https://wccftech.com/googles-turboquant-made-everyone-panic-about-memory-demand/

China's semiconductor industry could witness a potential shock, as US lawmakers are now moving towards banning the export of critical ASML equipment to the region. US Lawmakers Are Looking To Ban the Export of ASML's DUV Technology to China, Targeting Huawei, SMIC & Many Others China has been battling US export restrictions, particularly on the semiconductor front, for quite some time now, and the industry saw a massive downturn when the US administration imposed an indirect export ban on EUV equipment to China via the Netherlands' ASML. While this did prompt Beijing to bolster efforts to build a domestic chip […]

Read full article at https://wccftech.com/chinas-chip-industry-depends-on-one-key-piece-of-equipment-from-asml-and-the-u-s-is-now-moving-to-ban-it/

Well, you read the headline right, and we are talking about a critical element in AI chips that is not only in tremendous shortage but also originally comes from an MSG maker. Ajinomoto, the MSG Maker, Controls the Production of ABF That Is Absolutely Crucial For Advanced Packaging The aggressiveness of the AI demand cycle has left almost every supply chain entity involved facing shortages, whether in semiconductors, advanced packaging, OSAT services, and more. Traditionally, the computing industry has an idea of demand cycles, given how they have historically evolved, but with the AI datacenter buildout, the scale of customer […]

Read full article at https://wccftech.com/the-seasoning-company-behind-your-food-flavors-could-control-the-future-of-ai-chips/

While memory shortages have been a problem for almost everyone, Samsung and other businesses have started to see revenue figures that would've never been anticipated a few years ago. Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here DRAM has become a commodity in the AI industry, in high demand, and suppliers like Samsung, SK hynix, and Micron are unable to meet customer requirements, driving a wider shortage across the supply chain. With that, a report by Counterpoint Research has talked about Samsung's Q1 financial results, but the interesting parallel drawn […]

Read full article at https://wccftech.com/samsung-memory-business-alone-is-now-more-profitable-than-amazon-meta-and-microsoft/

Amazon's CEO, Andy Jassy, issued a letter to shareholders about the company's custom chip business, and his words showed strong optimism about the in-house infrastructure stack. Amazon's Andy Jassy Hints Towards Selling Their Custom Silicon To External Customers, Given Their Internal Success There's no doubt that hyperscalers are experiencing what we call a 'compute crunch' today, with current infrastructure unable to meet the demand driven by AI and related services. We have seen giants like Amazon, Google, and Meta resort to custom silicon efforts as a way to address this gap in compute capabilities, but out of the bunch, Amazon's […]

Read full article at https://wccftech.com/amazon-ceo-says-chip-business-is-on-fire-graviton-trainium-now-competing-at-intel-amd-and-nvidia-scale/

The PC industry is entering a 'tough period', as IDC warns that the upcoming quarters could be very difficult for both vendors and customers, due to the current market conditions. PC Shipments Did See a Modest Growth In Q1, Driven By Buyer Interest to Get Protection From the Upcoming Price Hikes The consumer market has been difficult to navigate for the past few months, as shortages of key components like CPUs, GPUs, memory, and SSDs have prompted retailers to hike prices, giving the impression that the shortages have been factored in. However, OEMs have now held off on price hikes […]

Read full article at https://wccftech.com/the-real-test-for-pc-buyers-starts-this-quarter/

While many of us rejoice when gamers get multiple RAM sticks despite ordering a single unit, this has been a nightmare for Amazon retailers, who, interestingly, cannot avoid it. Retailers Are 'Tired' By The Negligence of Amazon's Warehouse Staff, Saying That They Are Dispatching Entire Boxes of Components We have noticed a rather interesting trend among those in the PCMR: those who find it very appealing when Amazon screws up someone's package, ultimately benefiting them. We have reported numerous incidents where a particular buyer orders a unit of a PC component, prominently RAM or SSD, and in return, they manage […]

Read full article at https://wccftech.com/ever-wondered-why-pc-buyers-are-getting-lucky-with-their-amazon-packages-recently-its-a-fiasco-that-has-annoyed-retailers/

TSMC's dominance over the semiconductor industry also stems from how disciplined its supply chain partners have become, and rivals are now looking to capitalize on this edge. TSMC's Supply Network Has Created a Moat For Them In The Chip Industry, After Passing Them Through Stringent QC Tests The Taiwan chip giant has been known for its work in the semiconductor industry, not just in terms of the process technology it has brought into the market, but also how it has created standards that have become industry benchmarks, whether it is customer relations, dealing with geopolitical tensions, or managing the supply […]

Read full article at https://wccftech.com/tsmc-edge-is-so-strong-that-competitors-are-racing-to-work-with-its-supply-chain-partners/

Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a […]

Read full article at https://wccftech.com/dell-ceo-says-ai-memory-demand-will-explode-to-unimaginable-levels-by-2028/

The launch of Apple's 'budget-oriented' MacBook Neo was a shocker for manufacturers like ASUS, but the firm now intends to compete in the same segment. ASUS's co-CEO Claims Apple's MacBook Neo Is Limited To Content Consumption Due To Its Specifications Apple's MacBook Neo is focused on bringing the intriguing elements seen in the traditional Mac and slapping a mobile SoC into a price segment that has made the Windows laptop industry rethink its strategy. Coming in at $599, the MacBook Neo is seen as a 'sigh of relief' in a market plagued by memory shortages and pricey devices, and when […]

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NVIDIA has struggled to balance its consumer and enterprise opportunities, as Microsoft's CEO has reminded Jensen of his 'gaming beginnings'. The Buildup Towards Modern-Day AI Infrastructure Was Initiated With NVIDIA's Focus on Gaming Ever since the launch of ChatGPT, demand for NVIDIA's AI chips has grown to unprecedented levels, to the point that the firm's market capitalization has soared to the trillions in just a few years. Since then, NVIDIA has been predominantly focused on catering to enterprise customers, and the inclination towards them comes at a cost, which we have already begun to see with consumer GPUs. There has […]

Read full article at https://wccftech.com/nvidia-wouldnt-exist-without-gaming-says-microsoft-ceo/

NVIDIA's CEO, Jensen Huang, has posted a rather interesting blog post about the state of the AI industry from a much broader perspective, and he has summarized it in a "five-layer" cake. Jensen Has Basically Summed Up AI Into a Five-Layer Cake, Claiming that the Opportunity Still Hasn't Been Realized There is no doubt that Team Green is one of the biggest catalysts of the ongoing AI infrastructure buildout, given that the company not only provides essential compute resources but also several other utilities to the world that we'll discuss ahead. As we move towards GTC 2026, NVIDIA's CEO recently […]

Read full article at https://wccftech.com/nvidia-ceo-just-described-the-world-most-expensive-five-layer-cake/

The consumer GPU segment hasn't seen many launches this year, but China's Lisuan has plans for gamers, as it is expected to launch its G100 GPU this week. Lisuan Will Become The First to Offer a 6nm Gaming GPU in China, With Performance Rivaling NVIDIA/AMD Mainstream Options NVIDIA/AMD aren't looking too proactive about launching newer GPU models for the gaming segment, and based on what we have seen, one shouldn't expect any new lineups this year. However, the Chinese GPU manufacturer Lisuan has rather interesting plans for this year, as @realVictor_M reports that the company intends to launch the G100 […]

Read full article at https://wccftech.com/chinas-most-powerful-gaming-gpu-yet-the-lisuan-g100-is-set-to-launch-this-week/

Intel's next CPUs, the Arrow Lake Refresh lineup, are set for a 'technical' showcase on March 17, focusing on giving consumers a rundown on what to expect. Intel Intends to Target Arrow Lake Refresh for 1080p-Class Performance, Likely Staying Limited to Mainstream SKUs For those unaware, Team Blue plans to launch a new CPU lineup this year, but it won't be a massive overhaul; rather, it will be a refresh. The Arrow Lake Refresh launch has been discussed several times in the past, and it appears Intel is now gearing up for a showcase on March 17. Based on official […]

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Geopolitical tensions have risen to new levels, disrupting the global trade supply chain, and in the midst of it, the AI frenzy sees a major risk, with suppliers getting cut off from economic resources. Asian Suppliers Are Heavily Dependent On Energy Imports From the Middle East, Creating Huge Long-Term Risks When we talk about the AI frenzy, several risks need to be addressed to ensure the pace doesn't slow down, and one of the major ones is supply chain disruptions. We have already seen a glimpse of it with tariffs under the current US administration, and how difficult they are […]

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The demand for compute power has gone wild out there, and in the midst of it, the AI startup TinyCorp has a rather interesting demand for AMD, involving a 'chonky' RDNA 5 GPU. TinyCorp Hopes To Get an RDNA 5 GPU With 96 GB VRAM For $2,500 Each; Probably Ignoring the Memory Shortages Every AI startup whose world revolves around 'tokenomics' is hungry for compute power and ready to go to any lengths to get it. One of the primary reasons consumer GPUs saw massive availability constraints was that, for small- and medium-scale AI enterprises, they were a viable option […]

Read full article at https://wccftech.com/this-ai-startup-demands-amd-to-build-a-96-gb-rdna-5-gpu/

NVIDIA now plans to bring older GPUs back to life, and according to a new report, Samsung Foundry is preparing to restart production lines for the GeForce RTX 3060. Samsung Foundry Reportedly Plans to Restart 8nm Production of NVIDIA's GeForce RTX 3060 GPUs The consumer GPU industry has seen significant changes over the past few months, amid DRAM shortages. Not only have we witnessed changes in product launch cycles, but the retail availability of popular SKUs has worsened since then. Given that NVIDIA is having a difficult time managing both the AI/consumer businesses, the company does have a few options […]

Read full article at https://wccftech.com/nvidia-answer-to-the-gpu-shortage-has-samsung-resurrecting-the-geforce-rtx-3060/

Intel's packaging services are being considered a viable alternative to TSMC's CoWoS, as supply constraints are forcing US fabless customers to seek other options. Intel's EMIB Packaging Orders Could Reach 'Billions in Revenue' Moving Into H2 2026; a New Prospect For the Foundry Business Advanced packaging has emerged as a major driver of computing power in modern-day AI architectures, and alongside semiconductors, solutions like CoWoS are seen as vital for firms like NVIDIA and AMD. With the start of the AI frenzy, advanced packaging has been dominated by TSMC, but as demand for CoWoS and derivatives ramps up, a supply […]

Read full article at https://wccftech.com/intel-emib-challenges-tsmcs-cowos-as-america-answer-to-the-ai-packaging-bottleneck/

Samsung's NAND supply is now expected to see a significant price hike, as the Korean giant, like DRAM, plans to capitalize entirely on demand from the AI sector. NAND Prices Are Getting Out of Control, And It Could Have Devastating Impacts on the PC Market The PC industry is set to face another crisis from memory suppliers, and after being disrupted by AI customers' demand for DRAM, it appears NAND is next. According to a report by the Korean media outlet Sedaily, Samsung now plans to hike prices by a whopping 100% in Q2, following a similar hike in Q1. […]

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The Trump administration is exploring options to address AI chip exports, and initial reports suggest the proposed regulations are far more aggressive than the industry anticipated. The US Is Planning New AI Chip Export Regulations, By Looking at Compute Power Being Shipped Out The debate around AI chip exports has emerged several times since chip manufacturers like NVIDIA and AMD achieved significant compute breakthroughs. This matter was also under intense focus by the Biden administration, which introduced the "AI Diffusion" act that addresses AI chip exports by categorizing countries into different levels, each with its own caveats. The Diffusion Act […]

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NVIDIA's ambitions for China are glooming down with each day, as a new report indicates the AI giant is now looking to scale back H200 production in favour of ramping up Vera Rubin production. NVIDIA Plans to Shift H200 Production Towards Vera Rubin, as it Prefers 'Consistency' Over Revenue We have reported extensively on the NVIDIA-China saga in the past as well, and one of the more common trends in these stories is that both NVIDIA and China seem to be running in cycles, trying to catch each other. We'll discuss this aspect further ahead, but for now, according to […]

Read full article at https://wccftech.com/china-catch-22-is-pushing-nvidia-to-the-brink/

NVIDIA's CEO has talked about the 'agentic AI' inflection point at the Morgan Stanley conference, and he has called out OpenClaw as the "most important" software release of our times. NVIDIA's CEO Says that Agentic AI Has Brought Uses 1,000x Higher Tokens, Bringing In Immense Compute Demand Jensen has talked about AI being a "5-layer cake", and one of the more interesting layers that yields the most returns to hyperscalers and frontier labs is the applications layer. OpenClaw and AI agents are examples of how AI, when placed in a hyper-personalized environment, yields results that replicate human workloads. NVIDIA's CEO […]

Read full article at https://wccftech.com/nvidia-ceo-says-openclaw-did-in-3-weeks-what-linux-took-30-years/

Intel's CFO, David Zinsner, took the stage at the Morgan Stanley conference, and based on his comments on the foundry front, Team Blue looks a lot more confident about division breakeven. Intel's 18A-P & 14A Will Prove to Be Effective Solutions For External Customers; Packaging To Bring 'Billions' In Revenue Under CEO Lip-Bu Tan, Intel has been entering the foundry market at a time when the AI frenzy significantly drives customer demand. One of the more significant achievements under Tan was the successful ramp-up of Panther Lake, and according to Zinsner, 18A has delivered on expectations, with yield rates improving […]

Read full article at https://wccftech.com/intel-foundry-breakeven-target-for-2027-now-looks-a-lot-more-real/

Intel's board chair, Frank Yeary, is retiring from his current position, according to the latest announcement, and the industry has responded with mixed reactions. Intel Shifts From a Finance-Centric to an Engineering-First Board Chair, Aligning With Lip-Bu's Ideologies Intel underwent a massive administrative shift back in 2025, mainly driven by the departure of former CEO Pat Gelsinger, under stringent conditions. Team Blue has always focused on advanced chip manufacturing, and, through the '5N4Y' ideology developed under Gelsinger, Intel made significant investments in its foundry division. However, Intel's efforts didn't deliver much shareholder value, mainly because there weren't significant breakthroughs from […]

Read full article at https://wccftech.com/frank-yeary-the-intel-board-chair-behind-the-foundry-spin-off-push-is-retiring-this-year/

The PC market has been contracting since the start of this year, and in particular, the GPU segment has taken a hit, with both NVIDIA and Intel seeing a decline in market share. NVIDIA & Intel Witness a Decline in GPU Market Share, Yet AMD Somehow Pulls Off an Increase The GPU industry has seen difficult times before, with one prominent example being the crypto-mining era, when gamers couldn't get their hands on units at all. Back then, the supply was diverted to professional demand and did not reach consumers at all; today, the situation is much grimmer. According to […]

Read full article at https://wccftech.com/pc-gpu-market-enters-rough-sailing-as-shipments-drop/

MSI's most premium GPU variant, the LIGHTNING series, has been spotted in China, coming in with lower VRAM than the original model, but the looks remain consistent. MSI's LIGHTNING Z GeForce RTX 5090D V2 Features Lower VRAM Than Original Model, Yet Packaging Is the Absolute Best The MSI LIGHTNING variant, originally introduced with the GeForce RTX 5090, has been the talk of the town among 'premium GPUs'. Not only that, but this variant also features one of the highest-rated BIOS versions, at 2500W. With MSI's original showcase, there were no details on whether we could see a version specific to […]

Read full article at https://wccftech.com/msi-geforce-rtx-5090d-v2-lightning-surfaces-in-china/

AMD's CEO has discussed the company's situation with enterprise demand for its server CPUs, and according to Lisa Su, Team Red faces 'unexpected' customer volume. AMD's Lisa Su Says that the CPU Supply Is Tightening, as Customer Commitments Increase Rapidly The ratio of CPU: GPU in modern-day AI compute workloads has evolved dramatically over the past few months, mainly since with agentic applications coming in, the role of CPUs has increased signifcantly. We have seen hyperscalers like Meta enter into standalone CPU agreements with infrastructure providers like AMD and NVIDIA, indicating that compute is diversifying away from GPUs. While talking […]

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Micron's latest breakthrough in the memory industry is the debut of the more capable SOCAMM2 memory modules, featuring leading capacity and power efficiency. Micron's Newer SOCAMM2 Focuses On Reducing Bottlenecks With KV-Cache, Leading to Lower Latency Workloads With the 'applications' layer of AI, the memory bottleneck is growing as workloads continue to scale, which is why DRAM manufacturers have paid special attention to advancements being made with HBM and other AI-specific memory products. In Micron's latest announcement, the firm has set a "new benchmark" with SOCAMM2 memory modules, as they ramp up the per-module capacity to 256 GB, marking a […]

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The US is working on legislation targeting Chinese memory suppliers, and according to a new proposed 'rulemaking', the use of YMTC and CXMT could be banned for government products. YMTC, SMIC & CXMT Are Now Targeted In a Proposed Legislation, Limiting Their Adoption Across Commercial Products The debate over integrating Chinese memory into consumer-grade products has emerged recently amid DRAM shortages. The 'Big 3' suppliers are currently busy with enterprise demand, leaving little capacity behind for consumer products. However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and […]

Read full article at https://wccftech.com/the-u-s-moves-once-again-to-ban-chinese-memory/