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Suppliers are posting windfall gains, while device makers face higher costs and weaker margins. Read more at straitstimes.com. Read more at straitstimes.com.
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Higher prices on chips are boosting margin projections through 2027.

Tighter memory chip supply from booming AI demand and higher logistics costs from the U.S.-Iran war are hitting budget-handset…

Channel NewsAsia is an English-language news organization based in Singapore.

The worsening shortage in global memory chips due to the AI buildout is widening a gulf in corporate performance. Find out more…

Selling prices are causing "nosebleeds" in the middle of the artificial intelligence supply chain.

South Korea’s chip-heavy market was hit by a second trading suspension this week as the Kospi tumbled as much as 9 per cent. Read…