Tag: ai demand
Meta Sparks Investor Concern Over AI Capacity Oversupply, Industry Experts Disagree
Meta’s plan to lease AI computing capacity stirred investor fears of market saturation, but experts say demand for AI infrastructure remains robust.
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Phison Begins Requiring Prepayment for SSD Controllers Amid Memory Market Pressures
Phison now asks for prepayment on SSD controllers as AI-driven memory demand pressures prices across the storage supply chain.
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AI Boom Drives Chip Equipment Suppliers to Eight Consecutive Quarters of Profit Growth
Rising AI demand fuels semiconductor equipment suppliers’ revenue growth, surpassing a 10% increase for the first time in the latest quarter.
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