Market Watch (October 27)
“Amazon and Microsoft prove that cloud growth has hit a plateau and investors are ripping away more than $300 billion in valuation because of it, but the technology will still be at the core of computing for generations ahead.”
Tags: $300 billion, Amazon, Cloud growth, Computing, Core, Generations, Investors, Microsoft, Plateau, Technology, Valuation
The Economist (January 23)
“Today about a trillion chips are made a year, or 128 for every person on the planet.” With uses burgeoning in applications from EVs to AI, “demand will soar further,” especially as IoT connects machines and other things. In contrast, the industry is experiencing profound consolidation. As chip generations become more challenging and costly, “the number of manufacturers at the industry’s cutting-edge has fallen from over 25 in 2000 to three.” The “grueling 60-year struggle for supremacy is nearing its end.”
Tags: AI, Applications, Burgeoning, Challenging, Chips, Consolidation, Costly, Cutting edge, Demand, EVs, Generations, Grueling, IoT, Manufacturers, Struggle, Supremacy
Chosun Ilbo (May 9)
Koreans elect their next president today, five months since the National Assembly impeached Park Geun-hye…. Korea had to endure unprecedented conflict and chaos over the past few months, and society continues to be divided along generational lines as many older people cling to certainties to which they have become accustomed. Many hope that things will now return to normal.”
