bearish
Tech Supply Chain Tracker (14-Mar-2025): AI server BBU, Taiwan players, 2025.
SUMMARY
- By 2025, AI server to be developed by Intel for BBU and Taiwanese players, aiming to enhance performance and innovation in the market.
- Nvidia visits Samsung amidst supply uncertainty of HBM3E, highlighting the importance of partner collaboration in the semiconductor industry.
- Intel's unveiling of Panther Lake, powered by 18A core ultra chips, signals a new era of technology advancement in the company's product lineup.
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