AI is driving the need to upgrade IT infrastructure. Capgemini is banking on a long-term investment cycle
The development of artificial intelligence is driving demand not only for new tools, but above all for the modernization of…
CXMT’s record-breaking stock market debut is reshaping the balance of power in the chip market
CXMT's record-breaking debut highlights how rapidly the importance of Chinese semiconductor manufacturers is growing in the global race…
Pragmatism over politics: Why are PC giants choosing Chinese DRAM?
Rising prices and shortages of DRAM memory are forcing major computer manufacturers to abandon their previous caution towards…
Why DRAM prices are rising faster than AI computing power
The artificial intelligence boom is turning the global semiconductor market upside down. Manufacturers' focus on advanced AI chips…
AI demand chokes DDR4 supply, pushing up prices of older technology
The memory market is experiencing an unprecedented price inversion, with older DDR4 technology becoming more expensive than its…