Analysis: AI supply chain expansion persists despite concerns over a downturn

DIGITIMESNovember 3, 2026en

AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto are among the companies investing to expand production, while Kioxia reported a sharp increase in profits driven by AI-related demand.

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