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Chinese memory maker CXMT knocks on DDR5 market with supply commitments, raising concerns for Samsung-SK Hynix duopoly

China\'s memory chipmaker CXMT is preparing to enter the PC DDR5 memory market, raising expectations of changes to the global supply structure led by Samsung Electronics, SK Hynix and Micron. Industry watchers say the move may matter more for diversifying supply than for lowering prices, as CXMT\'s pricing is said to be similar to rivals\'. CXMT is reported to be prioritising consumer PC supply rather than AI data-center products, with early use likely in entry-level products in China.

AI & Enterprise

Intel 18A-based new laptop chips face supply shortage reports, testing manufacturing comeback plan

Intel’s next-generation laptop processors are reported to be facing supply shortages from the start of their launch, drawing attention because they are the company’s first major products made on its advanced 18A process. Tech journalist Tim Culpan said contacts at three major PC makers cited shortages of Panther Lake and Wildcat Lake. Intel acknowledged some tight supply but said it is improving, as it pushes its IDM strategy and expands its foundry business.

AI & Enterprise

Sundar Pichai says quantum computing is at the AI stage of 5 years ago as big tech rivalry heats up

Alphabet CEO Sundar Pichai compared quantum computing to the stage AI was at five years ago, TechRadar reported, citing a BBC interview late last year. Competition has intensified among big tech companies and university researchers, with Google working alongside IBM and Amazon. The industry is pursuing fully fault-tolerant quantum computers, with error correction seen as the key hurdle. Google said it first achieved below-threshold error correction in December 2024.