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TSMC is apparently considering getting into the RAM business at the request of Nvidia. Technology
Technology
1w ago

TSMC is apparently considering getting into the RAM business at the request of Nvidia.

A report by The Information claims that the world’s biggest chipmaker is considering adding memory back into its portfolio, starting with next-generation 3D DRAM. With demand still outpacing supply and prices sky-high, the outlet says it could compete with memory giants Micron, Samsung, and SK Hynix to develop and produce 3D DRAM technology that stacks chips vertically for increased bandwidth, capacity, and power efficiency. [Link: TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending | https://www.theinformation.com/articles/tsmc-weighs-making-advanced-memory-chips-capture-ai-spending?rc=v4bmzs | The Information]

#tsmc #ram #nvidia
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Microsoft is reportedly “winding down” a cloud AI deal with Oracle. Technology
Technology
1w ago

Microsoft is reportedly “winding down” a cloud AI deal with Oracle.

For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “neoclouds” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal. Sources said the computing power Oracle offered used older Nvidia chips, and had become less useful to Microsoft. [Link: Please stop asking me when the AI bubble will pop | https://www.theverge.com/ai-artificial-intelligence/1025826/ai-bubble-pimco-apollo-bonds | The Verge]

#microsoft #oracle
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Will the iPhone 20 ditch the Action Button? Technology
Technology
1w ago

Will the iPhone 20 ditch the Action Button?

A Weibo post from leaker Instant Digital suggests Apple could drop the Action button on next year’s iPhone, while merging its functions with the Camera Control button, as reported by MacRumors. Instant Digital claims long-pressing the button will trigger the Action button, while a single press will open the camera. [Link: Apple Rumored to Drop the iPhone's Action Button Next Year | https://www.macrumors.com/2026/11/06/apple-rumored-to-drop-the-action-button/ | MacRumors]

#phone #iphone #instant
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