HDD capacity from one of the world's largest manufacturers has started to run dry, according to Western Digital's CEO, as major LTAs have been signed out. Western Digital's Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about DRAM and NAND before, but it appears HDDs are also in significant demand: according to WD's CEO, Irving Tan, the manufacturer's entire capacity for this year is booked out. Speaking at the Q2 earnings call, Tan revealed that the focus has been on developing products that […]

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The US and Taiwan have now agreed on an extensive trade framework, and by the looks of it, one of the major aspects of the agreement is to bolster supply chain expansion measures in America. TSMC & Other Taiwanese Suppliers Could See Tariff Exemptions Moving Ahead, Potentially Lowering Expansion Costs The semiconductor buildout in the US is probably the 'largest' ever by foreign entities in modern times, driven by TSMC and others' desire to diversify the chip supply chain to cater to their US customers. At the same time, tariffs have been a major concern for Taiwanese companies' investments, as […]

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Cerebras' AI chips have seen their first mainstream adoption by none other than OpenAI, as the AI lab reveals that their latest Codex model has another compute provider alongside NVIDIA. OpenAI Has Managed to Achieve a Shocking 1,000 TPS Output, With Cerebras' Blazing-Fast Bandwidth Well, there has been an NVIDIA-OpenAI saga on the financing front, but it appears that, in the race for compute, OpenAI has taken an interesting route through its earlier partnership with Cerebras. In the company's recent Codex release, it is disclosed that the GPT‑5.3‑Codex‑Spark is powered by Cerebras' AI chips and, more specifically, that the benefit […]

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One of the major barriers to the adoption of China's DRAM and NAND products was the inclusion of CXMT and YMTC in the Pentagon's Section 1260H list, but in a new update, they have now been moved out. YMTC & CXMT Can Now Participate In US DoW Contracts, But Business With OEMs Isn't Entirely Risk-Free [Update]: The Pentagon has withdrawn the document that suggested updates to Section 1260H, and we haven't seen any updates from the Department of War (DoW) on it yet. [Original]: Well, it appears the prospect of manufacturers sourcing Chinese memory and NAND products has become much […]

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A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process, marking it the first step towards "sovereign infrastructure". BZL's Latest Chip Features "Tenary" Architectures Onboard, To Refine Workload-Specific Performance There's always a debate in the mainstream technology industry about Europe's role in the AI revolution, given that the region has few "independent" ventures that have contributed to the computing race. While we won't go into this debate for now, the Barcelona Zettascale Lab (BZL) has completed an "experimental" build of its Cinco Ranch TC1 chip. According to the lab's report, this marks […]

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China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. SMIC Claims That Ditching Chip Orders in Light of DRAM Shortages Isn't the Wise Move For Customers DRAM has become one of the most important commodities in the AI world, given its rapid integration across AI architectures and end products. We have been witnessing shortages for several quarters now, and, apart from their impact on the client segment, large-scale foundries like SMIC are also seeing the effects. Talking about quarterly earnings, SMIC's co-CEO, Zhao […]

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Samsung's return to the HBM market is a sight to see, and according to the latest announcement, its HBM4 process offers blazing-fast speeds and is now commercially deployed. Samsung's HBM4 Reaches Up to 13 Gbps, Making It Ideal For Integration With Vera Rubin The HBM industry is certainly seeing a shift in market dynamics, mainly in the distribution of market share among SK hynix, Samsung, and Micron. In particular, the race with the HBM4 technology has become much more competitive, and the Korean giant has improved its offerings by a huge margin. In the company's latest post, Samsung has revealed […]

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NVIDIA's Blackwell platform has brought new levels of token optimization to AI inference workloads, as the company reveals a massive milestone in the realm of tokenomics. NVIDIA's GB200 NVL72 Achieves 10x Better Tokenomics Than Hopper, Credited "Expert-Level" Parallelism While NVIDIA has been racing to build new infrastructure in the AI world, one of the company's biggest focuses has been improving the efficiency of the hardware it deploys. And, with the Blackwell-trained frontier AI models dropping in the industry, we have seen how NVIDIA has progressed with token output and costs, and now, in a new blog post, the company has […]

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