Viewing a response to: @leothreads/leothread-2024-09-26-16-46
🧵 1. AI chip demand surge could trigger the world's next shortage, says Bain & Co. GPUs for AI models and consumer electronics seen as driving factors. #tech
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🧵 3. Bain warns of potential shortages in semiconductor supply chain due to AI chip demand growth. Consumer caution toward AI-enabled gadgets remains a factor.
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🧵 5. Complex semiconductor supply chain at risk from AI demand growth. Nvidia designs GPUs while production occurs in countries like Taiwan and the Netherlands.
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🧵 2. Technology giants like Nvidia and Qualcomm are leading the charge in AI chip demand. Companies from Samsung to Microsoft also entering the market.
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🧵 Read more at: https://www.cnbc.com/2024/09/25/surging-ai-demand-could-cause-the-worlds-next-chip-shortage-report.html
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| created | 2024-09-26 17:24:15 | ||||||
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🧵 4. Demand for GPUs and AI devices could lead to chip shortage, says Bain. 20% demand increase may disrupt semiconductor supply equilibrium.
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| created | 2024-09-26 17:24:06 | ||||||
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