آج کیا بدلا، یہ آپ کے BOM کے لیے کیوں اہم ہے، اور کیا دیکھنا ہے۔ ہر حقیقی دعویٰ اپنے ماخذ تک قابلِ سراغ ہے؛ ہمارا اپنا تجزیہ لیبل زدہ اور الگ رکھا جاتا ہے۔
EN · واحد زبان ادارتی پالیسی
Samsung Electro-Mechanics signs a 290 bln-won MLCC supply deal for AI servers running Jan-Dec 2027, lifting its 2026 long-term contract tally to 3.9 trillion won.
Innodisk adds an 8000 MT/s industrial DDR5 RDIMM in 16-64 GB densities for edge AI and HPC workloads.
AMD publishes 1Ku pricing for all 31 Zen 6 EPYC 9006 SKUs. SP7 ships Q4 2026, SP8 follows H1 2027, with Default CPU Power replacing TDP.
Cervoz adds M.2 2280 NVMe SSDs qualified to MIL-STD-810H vibration, shock, and temperature-altitude tests, aimed at defense and industrial-automation designs.
NVIDIA's supply commitments jumped to $279 billion, mostly for memory, and Morgan Stanley estimates it has reserved 37.3% of 2027 HBM supply - tightening the market for everyone else.
Raspberry Pi raised 2 GB Pi 4 to $67.50 and 2 GB Pi 5 to $77.50 effective October 1, 2026. 1 GB boards and 2 GB Compute Modules are unchanged. Memory tightness is cited as the driver.
Samsung Foundry is reportedly set to fabricate Anthropic's custom AI accelerator on its 2 nm SF2 node, with Broadcom handling design. The deal could shift AI ASIC sourcing away from TSMC.
Micron reports record fiscal Q4 2026 revenue of $54.2B and warns that DRAM and NAND tightness will deepen in 2027-2028 as AI demand absorbs new clean-room capacity.
TrendForce sees conventional DRAM up 10-15% QoQ and NAND Flash up 15-20% QoQ in 4Q26, as suppliers keep feeding AI-server lines while consumer demand stays soft.
An anonymous YMTC staffer projects three more years of tight memory supply, even as YMTC shifts capacity to higher-margin chips and raises prices.
TSMC is evaluating six-fab Texas expansion on top of Arizona. Here is what the report says and what it changes for buyers of US-made silicon.
ہر اشاعت کے دن ایک ای میل۔ آپ Google میں XAIPART کو ترجیحی ماخذ کے طور پر بھی شامل کر سکتے ہیں۔
