AI is driving memory chip shortages, sending Sandisk and other memor makers' stocks surging in recent weeks.
Materials suppliers Entegris and Qnity aren’t household names, but they benefit from both the AI frenzy and a broader chip-sector recovery.
The memory chip shortage is severely impacting the technology industry, and even tech giant Apple (USA) is not immune.
Most memory chips available in the market today are directed towards building AI infrastructure, leaving other market ...
Samsung Electronics and SK Hynix have cautioned that the AI boom is driving chip shortages for PCs and phone manufacturing.
As artificial intelligence shifts from experimental demos to everyday products, the real pressure point is no longer training ...