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09.11.26 - 04:06
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MediaTek, Qualcomm shift focus to cloud AI as smartphones stall (Digitimes)
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Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline on record in 2026. At their latest earnings briefings, cloud AI dominated the discussion, while smartphone operations took a back seat....
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05.11.26 - 05:06
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Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs (Digitimes)
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South Korean cloud services provider Naver Cloud now runs AMD EPYC processors in about 35,000 servers and plans to deploy 144-core fifth-generation EPYC chips in its public cloud services in the second half of 2026. The company turned to AMD after high prices for Intel's higher-core-count processors slowed its server expansion....
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05.11.26 - 00:54
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AI chips need 1.5 years to move beyond cloud: HCLTech (Digitimes)
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HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment. The company made the remarks in a white paper released with Omdia on November 3, which highlights Taiwan's key role in powering the next phase of AI infrastructure growth....
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