Analysis: AI supply chain expansion persists despite concerns over a downturn

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 03 Nov, 04:19 UTC

AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto are among the companies investing to expand production, while…

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Sources

• T2Analysis: AI supply chain expansion persists despite concerns over a downturnJP/KR/TW: Korea Herald / Taipei Times / DigiTimes03 Nov, 04:19