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AI chip demand stays strong, but component shortages emerge as next challenge: Nomura - The Economic Times
The artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of critical components needed to build AI infrastructure, according to a Nomura Report, which said supply constraints across the hardware ecosystem are likely to intensify through 2027 even as AI investment remains strong.
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economictimes.indiatimes.com
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle - The Economic Times
South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While aiming to boost national capacity,…
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scmp.com
Beyond GPUs: AI-driven shortages hit chip materials and components
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices.
