… TOPICS: ai chips · AMD · broadcom · cerebras · memory chips · Nvidia · semiconductors · supply chain · TSMC Latest articles Mobiles News May 13, 2026 Qualcomm’s 2nm Snapdragon gets wallet-melting Network News May 13, 2026 FCC lets foreign routers live a bit longer Data Center Network May 13, 2026 M… …
… A fivefold bump is the sort of demand signal that makes supply chain accountants start smiling in spreadsheets. …
… Demand for CPUs for agentic AI computing appears to be nudging the substrate supply chain. …
… These chips are greedy little beasts, and the supply chain is not enjoying the feeding frenzy. …
… It has helped build China’s domestic semiconductor supply chain while being used as a proxy punchbag in the fight between Beijing and Washington. …
… Industry reports suggest GPU and PC component prices will continue to rise through 2026 as memory demand squeezes the market and supply chains remain tight. …
… AMD says it is ready to meet the rising demand for AI by putting serious money into Taiwan and its regional supply chain. Those partners will help supply Helios, one of the fastest AI racks the outfit has cooked up so far. …
… As a new software supply chain around AI takes shape, that scepticism may start to wobble. …
… TOPICS: Latest articles News May 4, 2026 Intel names Alex Katouzian as Lead Client Computing and Physical AI Group and Pushkar Ranade as CTO News May 4, 2026 xAI’s GPU mountain sits on its hands News PC Hardware May 4, 2026 Intel angles for HBM crown Share Previous Article Apple’s next boss walks i… …