It’s a major vote of confidence! Following a constructive meeting with Prime Minister Anwar Ibrahim on December 2, Intel CEO Pat Gelsinger (Chen Liwu) announced a fresh $208 million (RM860 million) commitment to Malaysia.
The recent announcement of a $50 billion strategic partnership between Intel and NVIDIA to co-develop new processors for PCs and data centers has positioned AMD squarely in the crosshairs of intensified competition. AMD has acknowledged in its quarterly report that this collaboration presents significant economic and strategic challenges.
In a surprising move, major DRAM manufacturers from South Korea and the US have paused price quotes for corporate clients for one week.
In a move that signals a turning point for the semiconductor industry, Samsung Electronics is raising prices for its memory chips this quarter. This decision aligns with similar actions from competitors Micron and Kioxia, all pointing to a market grappling with supply constraints and unexpectedly strong demand.
The AI industry’s focus is shifting from training models to deploying them, creating a surge in high-performance “inference” services. This has triggered a storage problem, as traditional hard disk drives (HDDs) can’t keep up with demand.
NVIDIA and Intel have announced a major partnership, with NVIDIA making a $5 billion investment in Intel. The move sent Intel’s stock surging more than 22% in a single day.
