Smartphone and PC prices set to rise as AI boom drains memory chips
Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech
Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech

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

SoftBank-owned chip group forecasts strong growth in data centre business but shares slide amid wider tech rout

Strong guidance marks turnaround and reflects how South Korean chipmaker has benefited from chip supply crunch

Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers