Samsung launches voluntary retirement amid chip-device earnings gap
Samsung Electronics has initiated a workforce restructuring through a voluntary retirement program as strong semiconductor earnings contrast with weaker profitability in its device business, according to Korean media reports.
Commentary: AI drives CPU crunch, lifting data center demand and pricing
The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints.
Musk lines up chip suppliers, accelerates Terafab AI fab plan
Elon Musk is reportedly accelerating plans to build a vertically integrated AI chip complex, reaching out across the semiconductor supply chain in what could become one of the most ambitious attempts to reshape AI infrastructure.