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Electronics Weekly September 14, 2026 By David Manners neutral

Datacentre performance now sold by the rack not the chip

AI / LLMSemiconductorsMemoryManufacturingData Center
<p>&#160; The value in datacentres is shifting from the chip to the rack, says Yole, with hyperscalers and AI labs co-designing their own AI ASICs and with advanced packaging, HBM4, [&#8230;]</p> <p>The post <a href="https://www.electronicsweekly.com/news/business/datacentre-semiconductor-market-to-hit-1-5trn-by-2031-says-yole-2026-09/">Datacentre performance now sold by the rack not the chip</a> appeared first on <a href="https://www.electronicsweekly.com">Electronics Weekly</a>.</p>
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