INTEL’s Lip-Bu Tan stated that global wafer foundry capacity should not rely on a single manufacturer for 95% of its output, and that current CPU supplies can meet the needs of only half of the customer base.
SK Hynix and INTEL are reportedly set to further expand their cooperation, with the two companies currently negotiating a memory chip plant project in the US.
Apple is developing enterprise-grade servers using its own chips.
INTEL CEO warns: Storage chip shortage continues and infrastructure bottlenecks spread.
Micron Executive: Memory’s new capacity won’t ramp up until 2028.
Axelera has signed multiple supply contracts and launched its second-generation AI chip, Europa.
Amazon: Some data centers in the Gulf region were damaged; access to stored data cannot be restored.
Infineon sold its NOR Flash and F-RAM businesses to Winbond Electronics for $1.12 billion.
Anthropic signs its first Australian data center agreement.
