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Amazon's self-developed chips achieve significant breakthrough
18+ hour, 53+ min ago (566+ words) $Amazon (AMZN. US)$ CEO Andy Jassy sent a letter to shareholders regarding the company's custom chip business, in which he expressed strong optimism about the internal infrastructure stack. There is no doubt that hyperscale data center operators are now facing…...
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1+ day, 21+ hour ago (14+ words) ZTE Corporation: Unveils a Series of AI Cloud Computers and Mobile Connectivity Product Portfolio...
NVIDIA 'under siege'? Anthropic to develop AI chips, Amazon to sell chips - "
2+ day, 16+ hour ago (12+ words) NVIDIA 'under siege'? Anthropic to develop AI chips, Amazon to sell chips...
Production target reduced to 1. 5 million units! Delays in HBM4 verification hinder NVIDIA Rubin GPU mass production. - "
5+ day, 21+ hour ago (18+ words) Production target reduced to 1. 5 million units! Delays in HBM4 verification hinder NVIDIA Rubin GPU mass production....
Key Banc: Rubin's delay has limited impact, maintaining overall positive outlook on NVIDIA.
6+ day, 8+ hour ago (181+ words) Analyst John Vinh maintained an 'Overweight' rating for NVIDIA and assigned a target price of $275. Against the backdrop of continued strong demand for artificial intelligence chips, $NVIDIA (NVDA. US)$ the critical production capacity remains secure, but the rollout pace of…...
Driven by sustained AI demand, after doubling in Q1, Samsung's DRAM prices surged another 30% in Q2.
1+ week, 14+ hour ago (478+ words) "Today will always be the cheapest day." If we take the DRAM price at the beginning of 2025 as the baseline, after two rounds of price hikes, the supply price in the second quarter has reached 2. 6 times the baseline. Samsung Electronics…...
Microsoft and Google are competing to sign long-term DRAM agreements with SK Hynix, with multi-trillion-won contracts on the horizon.
1+ week, 13+ hour ago (559+ words) The wave of investments in artificial intelligence infrastructure is reshaping the global procurement model for memory chips. Microsoft and Google are seeking to sign unprecedented multi-year DRAM supply agreements with SK Hynix, which not only include price floor protection clauses…...
QCi Quantum Optimization Machine Placed on Quantum Corridor Network - "
1+ week, 6+ day ago (478+ words) QCi Quantum Optimization Machine Placed on Quantum Corridor Network" - QCi Quantum Optimization Machine Placed on Quantum Corridor Network Dirac-3 now live on commercial quantum-ready network that recently proved QKD implementation The partnership will allow enhanced customer access for institutions and…...
Orient Securities: The importance of advanced packaging equipment is increasing, and wafer manufacturing equipment continues to upgrade. - "
1+ week, 6+ day ago (742+ words) Orient Securities: The importance of advanced packaging equipment is increasing, and wafer manufacturing equipment continues to upgrade." - Orient Securities: The importance of advanced packaging equipment is increasing, and wafer manufacturing equipment continues to upgrade. The bank believes that the importance…...
Memory chip prices have plummeted, memory-related stocks have collectively declined, has the super-cycle for memory peaked?
1+ week, 6+ day ago (636+ words) Recently, memory prices, which had been rising for several months, suddenly reversed, sparking market concerns about the peak of the memory cycle. The domestic market has also been impacted, with wholesalers informing the China Business Journal that prices for mainstream…...