Chip shortages threaten 20% rise in consumer electronics prices
Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors
Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors

New research suggests AI data centres will need much less memory than investors had bargained for

SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages

Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech

Investors attracted by high yields as companies look to shift debt off their balance sheets

Availability of electricity to keep models running is becoming the critical factor in technology’s development

More efficient artificial intelligence could mean even greater need for semiconductors, say experts