WS #10980
Reuters exclusive: China's CXMT wins $3 billion multi-year server DRAM supply deal with Tencent, aggressively expanding capacity with new Shanghai plant. South Korea unveils ~$1 trillion plan for chip fabs, data centers, and robotics; Samsung and SK Hynix to build four new plants, bullish for semiconductor equipment and memory. Google limits Meta's access to Gemini AI models due to compute capacity shortage, highlighting AI infrastructure bottlenecks.
China CXMT-Tencent memory deal
Reuters exclusive: China's CXMT wins $3 billion multi-year server DRAM supply deal with Tencent, aggressively expanding capacity with new Shanghai plant.
South Korea unveils ~$1 trillion plan for chip fabs, data centers, and robotics; Samsung and SK Hynix to build four new plants, bullish for semiconductor equipment and memory.
Google limits Meta's access to Gemini AI models due to compute capacity shortage, highlighting AI infrastructure bottlenecks.