… 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. …
… Data highlighted by Fortune shows that automation-driven layoffs have frequently failed to deliver promised financial returns or measurable productivity gains. Another interesting narrative is an AI smokescreen. …
… Big Tech Intel appoints Alex Katouzian to lead client computing and physical AI efforts and confirms Pushkar Ranade as CTO, signaling a deeper shift toward AI-driven and edge computing systems Big Tech Premium Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expe… …
… The productivity evidence is still unclear The case for AI-driven layoffs depends heavily on one assumption: that AI is making workers and teams productive enough to justify smaller headcounts, while also cutting costs. …
… Go deeper with TH Premium: AI shortages AI data centers are swallowing the world's memory and storage supply Chip scarcity assaults auto industry amid the worsening Nexperia and DRAM crisis Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers Memory makers are set… …
… As AI-driven demand for data center CPUs surged through 2025, Intel deliberately shifted Intel 7 wafer starts toward its Data Center and AI group, where Xeon parts can bring higher ASPs and better margins. …
… Compute is 18A, but we also have base on Intel 3 and I/O on Intel 7, so it's a multi-process product. We're mapping demand against all of our other products to figure out where we need to build. Journalist 2: How do you choose who gets the product in this compute-supply-constrained world? …
… One estimate cited possible daily losses of around 1 trillion won if production halted, while others warned of tens of billions of dollars in broader economic risk. …
… This is a step that was done manually, and it's pretty straightforward to automate using AI." The productivity dividend isn’t massive; “it took a couple of days, now it's a couple of hours,” he explained. …
… It’s widely used in IoT devices, automotive applications, and many other embedded products. That’s why eMMC will remain around for a long time. It has a very long tail. …