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Semiconductor Engineering The SE Staff

Chip Industry Week In Review

CHIPS Act $389M to power chips, vertical GaN, materials; Micron's memory roadmap; Nvidia expands supply chain capacity; Tenstorrent raises $1.5B; China NAND fabs; 800V power for AI data centers; Intel advances Arizona fab; China orders +$35B in Nvidia GPUs. The post Chip Industry Week In Review appeared first on…

Gamers Nexus Gamers Nexus

Disgusting Greed of AI Memory Companies: Micron's 90% Margin

Grab a MICROSLOP T-SHIRT! https://store.gamersnexus.net/products/microslop-parody-t-shirt Micron has discovered an infinite money glitch: Just keep increasing the price, or something. It was that simple all along. Micron's consumer margin is now a disgusting 90%, multiplying what they make versus prior quarters.…

Gamers Nexus Gamers Nexus

Memory Companies Have Destroyed the Consumer Market

Sponsor: Thermal Grizzly Duronaut on Amazon - https://geni.us/tpgcPMw The cyclical nature of memory manufacturing may finally be broken -- and not in a good way for consumers. The memory manufacturers have all moved toward long-term agreements with longer terms and capacity than previously, with Micron, Samsung, and…