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Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages

Kiwi Hsu, analysis; Jingyue Hsiao, DIGITIMES Asia Friday 16 January 2026 0

Credit: AFP

The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to shift production towards high-margin, high-performance products such...

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