Sunday, March 17, 2024

How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027 (Megha Mandavia/Wall Street Journal)

Megha Mandavia / Wall Street Journal:
How China's spending may swamp India's chip ambitions; TrendForce: China's share of global mature-node production will grow from 31% in 2023 to 39% in 2027  —  India is making a play for the semiconductor space—but fallout from U.S.-China tensions and China's deep pockets could get in the way



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Electricians are flocking to regions around the US to build data centers, as AI shapes up to be an economy-bending force that creates boom towns (New York Times)

New York Times : Electricians are flocking to regions around the US to build data centers, as AI shapes up to be an economy-bending force...