Will Google’s TurboQuant algorithm hurt AI demand for memory chips?
More efficient artificial intelligence could mean even greater need for semiconductors, say experts
More efficient artificial intelligence could mean even greater need for semiconductors, say experts

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

Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors

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

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

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

AI start-up secures more computing capacity as annualised revenues hit $30bn