Tag: ai-chips
DRAM Shortage to Persist Until 2027 Despite Production Efforts by Samsung, SK Hynix, and Micron
Samsung, SK Hynix, and Micron ramp up DRAM production but will meet only 60% of global demand, prolonging shortages through 2027.
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OpenAI Strikes Major Deal with AI Chipmaker Cerebras, Securing Significant Computing Power
OpenAI commits over $20 billion to Cerebras for AI server usage, doubling its initial agreement for advanced computing capacity.
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Meta and Broadcom Extend Partnership to Develop Multiple Generations of Custom AI Chips Through 2029
Meta and Broadcom have extended their collaboration to design successive generations of custom AI processors with over 1GW compute power commitment.
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Japan Allocates Nearly $4 Billion to Boost Rapidus’ 2nm AI Chip Development
Japan’s METI grants $4 billion to Rapidus for advancing 2nm process technology aimed at AI chip manufacturing.
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Anthropic Explores Development of Custom AI Chips to Strengthen Computing Infrastructure
Anthropic is reportedly investigating custom AI chip development to enhance its computational capabilities amid growing AI project demands.
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Chinese AI Chipmakers Gain Market Share Amid U.S. Decline in Domestic AI Infrastructure
Chinese AI chip suppliers captured 41% of their domestic market last year as U.S. providers saw significant drops in share within China’s AI infrastructure segment.
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Fujitsu to Develop Advanced 1.4nm AI Chip Manufactured by Japanese Firm Rapidus
Fujitsu is designing a cutting-edge 1.4nm chip for AI infrastructure, to be produced by Japanese semiconductor foundry Rapidus.
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Shareholders Sue Supermicro Over AI Chip Smuggling Scandal Involving China
Supermicro faces a shareholder lawsuit after allegations of concealing ties to smuggled AI chips sold to China disrupt its business.
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Broadcom Highlights TSMC Capacity Constraints Amid Rising AI Chip Demand
Broadcom reports supply chain challenges linked to surging AI chip demand, citing TSMC’s manufacturing capacity as a critical bottleneck.
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Top Supermicro Executives in US Charged with Illicit AI Chip Exports to China
Senior Supermicro officials in the US face charges for allegedly smuggling AI accelerator chips to China amid tightening export controls.
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Elon Musk Confirms Continued Nvidia Chip Purchases for SpaceX AI and Tesla
Elon Musk confirms SpaceX AI and Tesla will keep buying Nvidia chips in significant volumes amidst Tesla’s own AI chip plans.
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Intel Prepares Production Capacity for Nvidia’s Next-Gen AI Chips
Intel is reportedly gearing up its Malaysian facilities and EMIB tech to handle packaging for Nvidia’s upcoming Feynman AI processors.
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