… This is a strong indicator that South Korea will remain a leader in modern memory and storage production. Although the plans might seem ambitious, the ten-year timeline allows both companies and the South Korean government to manage the investment and buildout effectively. …
… Ajit Manocha, SEMI President and CEO "Strong demand for high bandwidth memory and other advanced memory technologies is reshaping investment priorities across the semiconductor supply chain," "As AI infrastructure expands, memory manufacturers are accelerating investments in both capacity and techn… …
… Investment plans for the joint venture are still being worked out, and Sony is also considering additional capital investment in its existing Nagasaki plant. …
… Well, they still have the ai gpus B60/70 Because of course 22 Grimling I do not think they will give up an ARC. Arc will remain in iGPUs. …
… Still circular AI investment, but heh, by now so much money has been burned. Zareek How long can they keep running this scheme, barfing money back and forth in each other's mouths to stir up public investment? …
… "Today's achievement is an important step in Micron's $200 billion investment plan to expand memory manufacturing and R&D in the U.S.," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. …
… Sony also aims to push visual fidelity forward and deliver higher quality gameplay experiences through continued investments in AI and machine learning. …
… Our expanding manufacturing efforts in the United States are designed to enable GM to deliver both near-term products as well as secure U.S.-based supply to support next generation platforms and innovation." "Delivering next-generation vehicles at scale requires a resilient and closely aligned supp… …
… See, the fishy part of the market is why investment firms and major established companies like Google, Microsoft, Facebook, etc are all willing to throw tens of billions of dollars at building AI datacenters without there being an obvious near term payout. …
… The layoffs appear to fit a Microsoft margin and AI investment cycle. …