The AI race is causing a memory chip shortage — and that's bad news for the smartphone and PC industries

As AI companies snap up memory chips, smartphone and PC makers face higher costs and tighter supply — which could lead to ...
9NEWS

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

HONG KONG(AP) — Taiwan’s leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan ...
Wall Street Journal

Memory-Chip Makers Are Enjoying a Boom to Remember, Thanks to AI

SEOUL—The notoriously volatile memory-chip industry is entering an extended boom period thanks to artificial-intelligence business with the likes of Nvidia and OpenAI.
Reuters

Dutch government steps back from Nexperia intervention to pursue talks with China

AMSTERDAM/BEIJING, Nov 19 (Reuters) - A move by the Netherlands to step back from taking control of computer chip maker Nexperia was welcomed by China on Wednesday as a "first step in the right ...
The New York Times

Taiwan Invokes National Security Law to Protect TSMC Trade Secrets

An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...
New Scientist

Why is AI making computers and games consoles more expensive?

The latest commodity coveted by the AI industry is computer memory, and the sector is signing deals directly with manufacturers for billions of dollars worth of chips – the very same chips that ...