Search results for Ai Chip Demand

AI Demand Strong, Memory Prices Will Go Up and AI Model Profits are Proven

Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of...

AI demand to lift MediaTek revenue

AI demand to lift MediaTek revenue

SMIC: AI Boom Drives Power Management Chip Demand, Automotive BCD Platform in High Demand

SMIC (中芯国际) co-CEO Zhao Haijun reports AI boom is boosting demand for power management and data transmission chips, tightening memory supply chains and driving strong orders fo...

AI Demand is Still Booming

The Dylan Patel, head of Semianalysis, interview is a must watch for anyone tracking AI economics, infrastructure, and future societal shifts. SemiAnalysis’s own AI spend exploded...

TSMC predicts that the global chip market will reach $1.5 trillion by 2030 because of AI

The current AI boom is causing scarcity for some and massive profits for others. Reuters reports that in a presentation earlier today, TSMC predicted that the global semiconductor...

Delta bullish on rising AI demand

Applied Materials’ revenue forecast rises on AI demand

Hon Hai meets estimates on AI demand

AI chip demand drives 6% growth for Singapore in Q1

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increase...

Industry-Wide Memory Constraints Grow as AI-Driven Supply Shift Reshapes Market

Artificial Intelligence is consuming a growing share of the world’s memory supply, leaving electronics manufacturers across industries facing longer lead

AI demand strains supplies of lasers, fiber and other optical tech

Выход DeepSeek V4 взвинтил спрос на ИИ-ускорители Huawei Ascend 950

После выхода ИИ-модели DeepSeek V4, специально оптимизированной для работы на чипах Huawei, в Китае резко вырос спрос на ИИ-ускорители Ascend 950, пишет агентство Reuters. По слова...

TSMC targets over 30% revenue surge in 2026, ramps up capex amid booming AI demand

Taiwan Semiconductor Manufacturing Co (TSMC) expects a revenue surge of more than 30 per cent in 2026 as the world’s largest contract chipmaker “pulls in all equipment” to ramp up...

How the AI RAM shortage could impact consumer tech companies

Over the past year, investors have zeroed in on AI chips and GPUs. Data centres are scaling quickly, and companies are spending heavily on computing infrastructure. But there’s a q...

Netweb Technologies: High demand vs tight supply, Is the AI stock rally slowing?

Synopsis: Rising AI demand is tightening global supply chains, with shortages in key components beginning to surface. While one company appears well-positioned to navigate these ch...

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR...

Zijing Wu / Financial Times: Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in...

TSMC earnings jump 58% on booming AI chip demand

Taiwan Semiconductor Manufacturing Company reported strong first-quarter earnings on Thursday, as steady demand for artificial intelligence chips pushed both revenue and profit to...

Analysts: China's AI hardware suppliers face capacity constraints and component shortages, including optical and electro...

Bloomberg: Analysts: China's AI hardware suppliers face capacity constraints and component shortages, including optical and electronic chips, that may limit 2026 growth  —  China's...

AI Compute Shortage Challenges ‘Bubble’ Narrative

OpenAI, Anthropic constraints and rising GPU prices signal demand is outpacing available compute

The Beginning of Scarcity in AI

For the first time since the 2000s, technology companies are confronting the limits of their supply chain. GPU rental prices for Nvidia’s Blackwell chips hit $4.08 per hour this we...

BYD hikes ADAS price 21% as AI demand triggers DRAM shortage

The God's Eye B price hike is the first visible case of AI-driven chip inflation directly affecting ADAS pricing in Chinese automotive. By Stewart Burnett The post BYD hikes ADAS p...

AI-driven chip shortage slowing efforts to get world online: GSMA

The rush to build AI data centres has sent orders soaring for advanced high‑bandwidth memory microchips, which help the systems process vast amounts of data.