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Huawei sees AI agents driving 90% of token traffic by 2035
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Samsung reportedly starts Tesla chip trial production at Taylor fab
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Google reportedly weighs CoWoS backup for 2027 TPU as EMIB-T substrate yields lag
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FIT ramps up optical interconnect push as AI race shifts to connectivity
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Foxconn links FII and FIT to tackle AI infrastructure beyond the chip
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Onsemi puts power density at the center of its next-decade strategy
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