More memory chips not the solution to AI bottlenecks: Microsoft exec

Artificial intelligenceAzure hardware chief Borkar calls for innovation to relieve limited componentsRani Borkar, president of Azure Hardware Systems and Infrastructure at Microsoft, delivered a keynote speech at SEMICON Taiwan 2026 in Taipei on Sept. 2. (Photo by Ken Kobayashi)CHENG TING-FANG and LAULY LISeptember 2, 2026 20:24 JSTTAIPEI -- Building massive new memory chip capacity will not resolve the supply chain bottlenecks holding back the AI infrastructure build out, according to a senior Microsoft executive.