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… Read all comments on The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
China's SMIC has recently said that memory shortages are affecting broader supply chains, and the CEO said many customers are looking to scale back chip orders. …
… Taiwan's LNG Reserves Are Only Lasting a Few Days, Indicating That TSMC and Other AI Chip Suppliers Will Face Serious Trouble The semiconductor industry is now at a critical point, and this is a major issue that isn't being discussed in the mainstream market at all. …
… For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM. …
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss Etron's Chairman claims that one of the reasons the DRAM supply chain has seen massive disruptions is that a few years ago, manufacturers weren't focusing on increasing produc… …
… Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. …
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …
… First, the Taiwan chip giant is heavily expanding American production, shifting cutting-edge processes like 2nm way ahead of the original timeline. …
… However, in recent times, the role of NAND chips has become much more significant in AI workloads, and , as we have highlighted previously, SSDs are now used in mainstream AI racks such as Vera Rubin to handle long-context workloads . …