Exclusive: China''s H3C warns of Nvidia AI chip shortage
One of China''s largest server makers, H3C, has flagged potential shortages of Nvidia''s H20 chip, the most advanced AI processor legally available
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ITPro Today, Network Computing, IoT World Today combine
ITPro Today, Network Computing and IoT World Today have combined with TechTarget . The page you are looking for may no longer exist.
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Nvidia chip shift to smartphone-style memory to double
Nvidia''s move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026,
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Intel has manufacturing capacity issues. They may take years to fix.
Intel has manufacturing capacity issues. They may take years to fix. The company redirected some of its chips production to meet surging server demand, but analysts say it''s missing
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2026 Semiconductor Industry Market Outlook
AI demand, DDR4 EOL, and foundry price hikes are driving 2026 semiconductor supply chain risks, but stabilization for the rest of the market is here.
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AGM Group taps up to $25M ELOC for AI chips | AGMH
New equity line and convertible notes fund AGM Group''s AI chip and server R&D, strengthen in-house component control and global AI supply chain.
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Explainer: The RAMpocalypse is making memory,
The cause is mostly the newly booming AI industry, as AI servers require a lot of memory, both in terms of long-term storage and short-term system
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AI Data Center Value Chain: Every Layer from Chips to Cloud
The AI data center value chain encompasses the full ecosystem of companies that design, manufacture, assemble, and operate the computing infrastructure powering artificial intelligence
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AI Server Market report 2024-2030 [314 Pages & 252
The AI server ecosystem comprises a tightly integrated value chain spanning AI chip and memory suppliers, component vendors, server manufacturers, and global
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Global semiconductor market faces shortages as AI demand strains
No credit card required AI Chips + components IC design, distribution IC manufacturing IT + CE Server, IPC, cloud computing, IoT 2025 2026 capacity chips demand market price
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China pushes for 70% homegrown silicon wafer use as domestic firm
China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export
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AI Boom Accelerates China''s Chip Industry Growth as Demand
March 25 (Reuters) - China''s chip industry is showing strong growth momentum as a global sprint to build AI infrastructure creates an explosion in demand, sparking higher capital spending
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AI Chips Transforming Data Centers Cloud Infrastructure
AI chips are not just an upgrade to existing infrastructure; they are forcing the entire data center and cloud industry to rebuild from the ground up. This transformation is also driving rapid
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The Influence of AI on Server Market Dynamics: Projections for 2025
Note: Designed for AI training and inference, AI servers are equipped with acceleration chips such as GPU, FPGA, and ASIC. The market for AI servers will experience a surging growth
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Hyperscaler AI ASIC Market: Google, AWS, Microsoft & More
The AI ASIC Market, Part 1: Hyperscaler Silicon — Google TPU, AWS Trainium, Microsoft Maia, Meta MTIA & OpenAI''s Custom Chip Google, AWS, Microsoft, Meta, and OpenAI are all
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AI Chip Packaging Bottleneck: TSMC Crisis 2026
The AI chip packaging bottleneck is deepening as Nvidia books 50%+ of TSMC CoWoS capacity. Know what it means for the semiconductor industry.
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How Much Data Center Revenue Do AI
IBM does not compete in AI GPUs or cloud-scale chips. Its AI data center revenue comes from, among other things, its hardware:
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The AI Value Chain: 7 Layers from Chips to Services
The $2 trillion AI industry isn''t one business — it''s a value chain — as explored in how AI is restructuring the traditional value chain — with 7 layers, each with radically different economics.
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Southeast Asia Semiconductor | Industry Outlook 2026
With growing design expertise and government-backed incentives, the region is evolving into a strategic innovation base for next-generation chips,
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Diving Deep into the AI Value Chain
The company has embraced heterogeneous computing, utilizing its proprietary TPU AI chip in its fourth generation, which offers a more favorable
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2026 AI & Semiconductor Outlook: Memory, Power, Packaging Trends
Explore the 2026 AI and semiconductor outlook, covering HBM memory, AI servers, power architectures, advanced packaging, and supply chain shifts.
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AI Chips for Data Centers and Cloud 2025-2035:
Graphics processing units (GPUs) and other AI chips have been instrumental in driving this growth of artificial intelligence, providing the compute needed for deep
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Top 25+ AI Chip Makers: NVIDIA & Its Competitors
AI chips enable parallel computing capabilities are increasingly in demand. This article will information to you on 10 popular AI chip makers.
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AI is gobbling up the world''s memory chips, sending
A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all
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Top tech topics in 2025 (1): a year of strategic
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical
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METI budget hike: Japan lifts chip and AI funding for FY
METI budget hike in Japan''s FY 2026 plan lifts chip and AI support to about ¥1.23 trillion, including Rapidus and domestic AI programmes.
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AI Chip Supply Chain Bottlenecks and Capacity | Epoch AI
AI compute capacity is growing exponentially. But as spending on AI chips climbs into the hundreds of billions, the semiconductor supply chain is increasingly strained. To help researchers,
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