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During a recent trip to Taiwan and Japan, I visited several well-known electronics retail districts where consumer devices and components are sold. What struck me was the visible impact AI demand is having on both DRAM and NAND markets, and by extension, on memory stick and SSD pricing at the retail level. The photos below […]
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Summary: Revenue surged 210% YoY to KRW 59.5 billion from KRW 19.2 billion, driven by full-scale mass production for global hyperscalers Net income swung to profit, reaching KRW 10.2 billion in Q1 this year from a net loss of KRW 12.1 billion in Q1 last year New orders reached KRW 166.3 billion as of April […]
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SAP SE and Prior Labs, a player in Tabular Foundation Models (TFMs), announced that they have entered into a definitive agreement for SAP to purchase Prior Labs, accelerating SAP’s success in TFMs that started with SAP-RPT-1, and bringing one of the world’s leading TFM research teams into the SAP family.Prior Labs will continue to operate as […]
The post
Carrier Global Corp., a reference in intelligent climate and energy solutions, announced that its venture group, Carrier Ventures, has expanded its investment in ZutaCore, a provider of direct-to-chip, waterless liquid cooling solutions.The move strengthens a strategic partnership to support high-density AI data centers and advances Carrier’s strategy to deliver integrated so...
Broadcom Inc., a reference technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced VMware Cloud Foundation (VCF) 9.1, a secure and cost-effective infrastructure platform for production AI workloads.VCF 9.1 delivers an AI and Kubernetes native private cloud platform with integrated security and mixed compute i...