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CloudThe CEO of Phison warns: NAND shortage may last a decade — memory ‘supercycle’ in sight and ‘severe’ tensions in 2026 Oct 3, 2025 8 read time
CloudOpenAI “blocks” nearly half of the world’s DRAM for its Stargate project: an agreement with Samsung and SK Hynix shakes up the entire supply chain Oct 3, 2025 8 read time
CloudJensen Huang ignites debate: “China is only nanoseconds behind the US in chips” and calls for competing in its market to strengthen American influence Oct 3, 2025 8 read time
CloudBroadcom Launches VeloRAIN and Titan to Strengthen AI Networks and Edge Infrastructure Nov 8, 2024 3 read time
