CPU Shortage Intensifies with AI Agent Demand AI agents drive CPU demand, shifting data center dynamics and causing shortages ...

Another memory chip shortage? How soon we forget. It should come as no surprise to anyone that the stampede to build massive new data centers to support the artificial intelligence boom is causing a ...

Semiconductor supply for automakers could run low, as the materials needed to produce them are held up by the Iran war. Analysts have warned that a repeat of COVID-era semiconductor shortages could ...

A surge in chip stocks like Advanced Micro Devices Inc AMD and Intel Corp INTC is providing semiconductor ETFs with fresh impetus. But beneath this rally, structural risks are beginning to emerge. • ...