#chip-supply

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Tech industry
fromTheregister
4 days ago

US PC shipments to fall 13% as memory costs surge

US PC shipments are projected to decline by 13% this year due to a memory and storage crisis, impacting budget PCs the most.
fromwww.mercurynews.com
2 months ago

Intel suffers worst decline in 17 months after bleak forecast

Intel Corp. shares plunged about 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. First-quarter projections for revenue and earnings both fell well short of Wall Street estimates. And a conference call with analysts, where Tan said it would take time and resolve to turn around the company, sent the shares down further.
Tech industry
France news
fromwww.theguardian.com
4 months ago

Nexperia row shows how China is weaponising trade and winning

China's chip supply leverage exposes EU vulnerability, creating persistent strategic risk to European automotive and defence industries.
Artificial intelligence
fromTheregister
8 months ago

Datacenter growth estimates likely exaggerated, report says

Data centers are projected to significantly increase energy consumption, with demand possibly overstated, leading to risks and uncertainties in infrastructure investment.
fromBusiness Insider
10 months ago

Tencent says it has enough high-end chips to train AI for 'generations' even if the US cuts it off

Lau mentioned that Tencent has a strong inventory of chips, allowing them to continue operating their AI projects despite U.S. export restrictions.
Tech industry
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