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AI & Enterprise

SoftBank\'s Son says AI is at start of internet era, 50 times bigger than dotcom boom

SoftBank CEO Masayoshi Son said the AI revolution is likely 50 times bigger than the 2000s dotcom boom and that AI is at a stage comparable to the early internet. His remarks followed SoftBank\'s announcement that it will invest 75 billion euros to build AI infrastructure in France, including 5 GW of data centre capacity. Son said market corrections are possible but can create the best investment opportunities.

Industry

Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies

Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.

Industry

Schneider Electric Korea joins government smart factory program

Schneider Electric Korea has been registered as an official supplier on the Ministry of SMEs and Startups’ smart factory project management system. The registration allows the company to participate in smart factory construction projects and provide related solutions for small and midsized manufacturers in South Korea. The company said it plans to offer smart manufacturing solutions and services focused on digitisation, energy efficiency optimisation and operational stability.