Could AI Smartphones Be the Savior? Chip Testing Giant: Slowdown in Data Center Investment May Cause Severe Industry Turmoil
Doug LeFevre, CEO of Advantest, the world's largest chip testing equipment supplier, stated that if investment in data centers slows down, the demand for AI smartphones may help certain areas of the semiconductor industry avoid a 'vicious' recession. LeFevre indicated that he is closely monitoring whether spending by large U.S. tech companies in the AI sector is slowing down. Meta, Google, and Microsoft have been major investors in data centers that provide significant computational power. LeFevre stated that the construction of data centers...
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