TSMC on Wednesday issued its third statement since a magnitude 7 earthquake struck Kumamoto, Japan on July 28, saying that utility systems at its JASM wafer fab are operating normally, equipment inspection and calibration are in progress, and construction at the site of its second Kumamoto fab has resumed.
Aewin Technologies has introduced a four-product server lineup built around AMD’s newly launched EPYC 9006 processor family, targeting AI, general-purpose computing and storage workloads. The launch comes as demand for server architectures continues to fragment across training, inference, enterprise IT and data storage use cases.
Seagate’s fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1 billion in free cash flow, and gross margins pushing toward 53%. But for supply chain watchers, the more important story is what the results reveal about where demand is heading, who is driving it, and how the hardware ecosystem needs to prepare.
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