[2026 Industry Outlook] Vol.02 The Bottleneck of the Semiconductor Supercycle: Who Owns the Data Highway?
Last week, we discussed AI agents and the looming concern over financial sovereignty. But for those smart assistants to “think,” an unimaginable amount of data is flashing across data centers on the other side of the planet in mere fractions of a second. Whenever I read semiconductor news lately, I get an eerie feeling. The … 더 읽기