Uber’s results reflect a clever strategy of hedging against weaknesses in driver recruitment and retention as well as weakness in demand. Lyft has turned to layoffs to compete with Uber almost exclusively on price. The strengths and weaknesses of these strategies are revealed in the latest quarterly report.
AI Outlook 2027: Five Trends Reshaping AI Infrastructure, Compute and Memory
Explore five trends shaping the AI market in 2027, from AI infrastructure and compute to memory, advanced packaging and semiconductor manufacturing.
Advanced Packaging Outlook 2027: Five Trends Reshaping CoWoS, HBM and Chiplets
Advanced packaging will cap semiconductor growth in 2027. Explore how CoWoS, HBM4 and chiplets are reshaping capacity, yields and supply-chain strategy for AI accelerators.
CXL Memory Pooling: Why Samsung & SK hynix Are Racing
CXL memory pooling has hit production. Here’s why Samsung and SK hynix’s OCP 2026 moves on agentic AI’s KV cache matter more than raw memory capacity.
