Apple’s Chinese memory plan annoys Washington
The Fruity Cargo Cult Apple is poking US politicians by trying to buy cheap Chinese…
semiconductor supply chain
Samsung strike could blow a hole in DRAM supply
Samsung’s looming walkout is turning a tight DRAM market into a potential mess. The firm…
CPU supply is about to get ugly
CPU buyers are about to learn that AI hype can hit them in the wallet.…
Nvidia’s warranty bill just went nuclear
It appears that Nvidia has seen the amount of cash it must pay out for…
Nvidia spins up China-bound H200 production again
Nvidia, chief executive Jensen Huang said his outfit has restarted manufacturing of H200 processors for…
Bog maker Toto gets flushed into the AI trade
Japan’s largest toilet maker is being tipped as an AI stock, and activist investors are…
Nexperia’s Wingtech owners lose in Dutch court
Nexperia’s Chinese owner Wingtech has just been told to jog on by a Dutch appeal…
How a troubled chipmaker became Nvidia’s AI ally
For years, the safest bet for ambitious young Koreans was landing a job at Samsung,…
Kioxia rides the AI storage wave
Japan does not have many clean AI plays, so investors are piling into Kioxia’s memory…