China injects tens of billions of dollars in chipmaking tools, but it’s easily more than a decade behind the market leaders — Here’s why

China injects tens of billions of dollars in chipmaking tools, but it’s easily more than a decade behind the market leaders — Here’s why

China’s attempt to build a self-sufficient semiconductor industry has been instrumental in creating numerous companies, such as Huawei’s HiSilicon, SMIC, and YMTC, that develop and manufacture world-class chips. However, while there are China-based firms that produce chipmaking tools, they cannot replace equipment made by American or European companies for advanced process technologies. Some, like Goldman…

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Build vs Buy for Enterprise AI (2025): A U.S. Market Decision Framework for VPs of AI Product

Build vs Buy for Enterprise AI (2025): A U.S. Market Decision Framework for VPs of AI Product

Enterprise AI in the U.S. has left the experimentation phase. CFOs expect clear ROI, boards expect evidence of risk oversight, and regulators expect controls consistent with existing risk management obligations. Against this backdrop, every VP of AI faces the enduring question: Should we build this capability in-house, buy it from a vendor, or blend the…

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China’s YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

China’s YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

Yangtze Memory Technologies Co. (YMTC), China’s leading producer of NAND memory, has been on the Entity List of the U.S. Commerce Department since late 2022, which essentially bars its access to advanced fab tools. Despite sanctions and restrictions, YMTC plans to expand its production capacity this year, aiming to capture a 15% share of NAND…

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How Enterprise Search And AI Intelligence Reveal Market Pulse

How Enterprise Search And AI Intelligence Reveal Market Pulse

The last few years have fundamentally transformed how businesses and consumers discover, evaluate, and engage with brands. What began as a digital acceleration in 2020-2021 has evolved into an AI-driven revolution that’s reshaping the entire search landscape in 2025 across every industry vertical. Where organizations once relied on monthly snapshots and historical data, today’s market…

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Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record  billion in the first quarter

Nvidia’s Arm chips rapidly gain share in server market as AI booms — Nvidia’s Arm-powered GB200 servers surge as market reaches a record $95 billion in the first quarter

The global server market experienced an unprecedented surge to nearly $100 billion in the first quarter as companies heavily invested in AI-related infrastructure, according to IDC, and ‘accelerated’ servers running Arm-based processors comprise one of the most rapidly growing categories, with Arm-powered server shipments rising 70% this year. It appears that the vast majority of…

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