… Conversely, more than 50% say they can’t yet tell whether this AI deployment is actually delivering on the expected productivity gains. A mere 27% of CEOs said the return on AI investment had actually met or exceeded expectations, down from 38% the previous year. …
… Demand for HBM has surged over the past two years as hyperscalers race to deploy larger AI clusters, prompting memory suppliers to devote an increasing share of their production capacity to AI-oriented products. …
… Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's new AI accelerator export rules U.S. government plans tariff exemptions for TSMC Nvidia wants China's market share to secure the future of CUDA in the region The… …
… Nevertheless, the company has probably weighed the pros and cons of such a setup and has decided that it was worth taking the risk to gain an advantage in the AI infrastructure race. …
… You know, we were the only game in town for almost two years now, and the large local memory is becoming super critical in the agentic AI workloads ,” said AMD’s Rahul Tikoo, senior vice president and general manager of AMD’s client business. “I'm actually happy to see Nvidia join the race for thes… …
… In 2026, only three hard drive manufacturers — Seagate, Toshiba, and Western Digital — remain on the market, and their supply chains are largely integrated or consolidated, meaning that the industry has largely shrunk from where it used to be a decade ago. …
… This is a facetious suggestion at best that insults the intelligence of anyone who has been paying attention to the AI arms race. …
… JSR, the Japanese chemical maker that holds roughly a quarter of the global photoresist market, established a joint venture with Taiwanese partners Wah Lee Industrial and LCY Chemical in early April to build its first photoresist production facility in Taiwan . …
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