China's AI hardware suppliers can't keep up with surging demand because critical components are scarce and production capacity is lacking, Bloomberg reports.

China is accelerating its silicon wafer self-sufficiency drive, aiming to source more than 70 percent of its advanced wafers domestically by 2026 as AI-driven c

China's AI hardware suppliers can't keep up with surging demand because critical components are scarce and production capacity is lacking, Bloomberg reports.

The insatiable demand for AI and in turn the demand for compute with huge memory requirements is turning AI’s boom into urgent supply chain and labor problems.