AMD's Lisa Su, a titan in the semiconductor world, just dropped a fresh concern into the already-fraught AI chip landscape. Forget just where to stuff the chips themselves; the real pinch point is emerging from the bits and bytes they need to chug.
Server ODMs are feeling the pinch, and Wiwynn's latest move on memory purchases is a flashing neon sign. Component costs are no longer just a footnote; they're directly impacting the bottom line.
The smartphone AP market is splitting. Apple is pulling ahead, and the culprit? Agentic AI is on the horizon, promising to reshape everything.
One day after warning of Mac Studio and Mac mini shortages, Apple has pulled the plug on its entry-level Mac mini. The culprit? A perfect storm of advanced chip manufacturing bottlenecks and soaring memory prices.