3-30 #BusyBusy : Samsung may offer 2nm-based Exynos 2600 with Galaxy S26 in 1Q26; SMIC is slated to complete its 5nm chip development; Apple will launch its foldable iPhone in 2026 with a ~USD2,000 price tag; etc.
Loop Capital analyst Ananda Baruah has said that Apple is in the process of placing orders for about USD1B in Nvidia GB300 NVL72 systems. That equates to about 250 servers at USD3.7M-4M each. Apple is working with server builders Dell… Read more ›