#ai-chip-shortage

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#ai
Tech industry
from24/7 Wall St.
11 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
Artificial intelligence
fromFortune
5 days ago

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.
Artificial intelligence
fromTechzine Global
4 days ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Artificial intelligence
fromwww.dw.com
2 months ago

AI-fueled chip shortage is driving up smartphone prices

Surging AI-driven demand for memory chips is raising chip prices, causing higher consumer electronics costs, longer delivery times, and significant economic damage.
Tech industry
from24/7 Wall St.
4 hours ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
Tech industry
from24/7 Wall St.
11 hours ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
Artificial intelligence
fromFortune
5 days ago

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.
Artificial intelligence
fromTechzine Global
4 days ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
#intel
Business
from24/7 Wall St.
12 hours ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
6 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Business
from24/7 Wall St.
10 hours ago

Intel Pulls Back 5% After Historic Winning Streak: Bubble Warning or the Best Dip to Buy in 2026?

Intel stock fell 5% after a nine-session winning streak, raising questions about future performance amid high valuations and mixed fundamentals.
Toronto startup
fromTechzine Global
6 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Business
from24/7 Wall St.
12 hours ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Tech industry
from24/7 Wall St.
1 day ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
6 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Business
from24/7 Wall St.
10 hours ago

Intel Pulls Back 5% After Historic Winning Streak: Bubble Warning or the Best Dip to Buy in 2026?

Intel stock fell 5% after a nine-session winning streak, raising questions about future performance amid high valuations and mixed fundamentals.
Toronto startup
fromTechzine Global
6 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
#semiconductors
Business
from24/7 Wall St.
1 day ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
3 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
Business
from24/7 Wall St.
1 day ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
3 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
Data science
fromTheregister
8 hours ago

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.
#apple
Apple
fromAxios
10 hours ago

Apple could win the AI race without running

Apple aims to maintain its high-end hardware sales as AI becomes more integral to consumer technology.
Apple
fromAxios
10 hours ago

Apple could win the AI race without running

Apple aims to maintain its high-end hardware sales as AI becomes more integral to consumer technology.
Apple
fromTNW | Apple
2 days ago

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

High-RAM Mac mini and Mac Studio models are currently unavailable due to a global DRAM shortage and potential inventory clearance for upcoming models.
Apple
fromComputerworld
1 week ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Toronto startup
from24/7 Wall St.
14 hours ago

Elon Musk's Tesla Exec: Shanghai Factory Is the Key to Unlocking Robot Mass Production

Tesla's Shanghai Gigafactory is crucial for scaling robot mass production, aiming for 1 million units annually by 2026.
Information security
fromAxios
7 hours ago

OpenAI expands access to cyber AI as hacking risks grow

OpenAI is shifting to a model that emphasizes identity verification for access to sensitive cybersecurity tools while expanding availability.
Venture
from24/7 Wall St.
1 day ago

Even Nvidia Has Been Losing to This Unknown Chip Stock With 300% Upside

ACMR stock has outperformed NVDA and has significant upside potential due to its unique market position and valuation disconnect.
Business intelligence
fromTechzine Global
1 day ago

AI deployment in networks is stalling as pressure on infrastructure mounts

AI adoption in network environments is slower than expected, with increasing infrastructure demands and significant challenges in deployment and integration.
#nvidia
Silicon Valley
from24/7 Wall St.
6 days ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
Tech industry
from24/7 Wall St.
8 hours ago

NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA shares rose 3% today, driven by the launch of quantum AI software and an expanded partnership with IBM.
Tech industry
from24/7 Wall St.
4 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Silicon Valley
from24/7 Wall St.
6 days ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
Tech industry
from24/7 Wall St.
8 hours ago

NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA shares rose 3% today, driven by the launch of quantum AI software and an expanded partnership with IBM.
Tech industry
from24/7 Wall St.
4 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Gadgets
fromThe Verge
6 days ago

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.
fromArs Technica
6 days ago

Motorola suddenly raises budget phone prices up to 50%-you can probably thank AI

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.
Mobile UX
#microsoft
Tech industry
fromEngadget
8 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Tech industry
fromEngadget
8 hours ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
#tsmc
Business
fromTechzine Global
1 day ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
1 day ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Apple
fromEntrepreneur
1 day ago

This Apple Product Has a 10-Week Wait Time - And It's Been Around Forever

The Mac mini has become a popular choice among AI hobbyists, leading to significant demand and extended shipping times.
fromComputerWeekly.com
1 day ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
Venture
fromTechCrunch
3 days ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
European startups
fromTechRepublic
4 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
#dram
fromwww.mediaite.com
1 day ago

Not What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.
Artificial intelligence
#taiwan
European startups
fromFast Company
5 days ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
European startups
fromFast Company
5 days ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
#amd
Business
from24/7 Wall St.
13 hours ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
Business
from24/7 Wall St.
1 day ago

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.
from24/7 Wall St.
2 months ago
Artificial intelligence

Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD

Business
from24/7 Wall St.
13 hours ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
Business
from24/7 Wall St.
1 day ago

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.
from24/7 Wall St.
2 months ago
Artificial intelligence

Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD

Business
from24/7 Wall St.
1 day ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
#ai-chips
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Tech industry
from24/7 Wall St.
4 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Business
from24/7 Wall St.
4 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
#ai-infrastructure
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
fromTNW | Artificial-Intelligence
5 days ago
Tech industry

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.
from24/7 Wall St.
5 days ago
Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Tech industry
from24/7 Wall St.
5 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
5 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
#micron-technology
Business
from24/7 Wall St.
4 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
2 weeks ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Business
from24/7 Wall St.
4 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
2 weeks ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Business
from24/7 Wall St.
1 week ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
Tech industry
fromTheregister
5 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Tech industry
fromTechCrunch
5 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Business
from24/7 Wall St.
2 weeks ago

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Lam Research shows the strongest revenue growth among semiconductor equipment leaders, while Applied Materials lags behind.
Tech industry
fromKotaku
6 days ago

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.
Tech industry
from24/7 Wall St.
1 week ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
Gadgets
fromwww.dw.com
2 months ago

AI-fueled chip shortage drives up smartphone prices

Rising AI-driven demand for memory chips is raising semiconductor prices, creating supply bottlenecks and pushing up smartphone and computer costs.
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Gadgets
fromEngadget
2 months ago

The Morning After: ASUS stops making some NVIDIA GPUs due to memory supply crunch

Memory shortages and surging RAM prices are forcing manufacturers to halt 16GB GeForce GPU production, tightening supply and raising consumer prices.
fromComputerworld
2 months ago

Apple Silicon: As demand grows, is TSMC driving a harder bargain?

The gold rush across the high-end processor market might help Apple's processor manufacturing partner, TSMC, drive harder bargains than in the past. That's because Apple's huge appetite for processors is being met by fast-growing demand for chips for servers. As a result, the cost of the chips used inside Macs, iPads, and iPhones will likely increase, putting even more inflationary pressure on Cupertino's bottom line.
Apple
Gadgets
fromArs Technica
2 months ago

Ongoing RAM crisis prompts Raspberry Pi's second price hike in two months

Raspberry Pi is raising prices on most Pi 4 and Pi 5 boards with 2GB+ LPDDR4 RAM due to AI-driven memory and storage chip shortages.
Tech industry
fromFortune
3 weeks ago

AI's memory chip shortage is quietly taxing the entire economy | Fortune

AI demand for high-bandwidth memory chips is driving up consumer electronics prices globally by diverting production capacity from commodity memory chips.
Tech industry
fromComputerworld
4 weeks ago

Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

Semiconductor memory supply will remain constrained until 2030 due to AI infrastructure demand, with wafer deficits exceeding 20% and rising prices expected for years.
fromThe Verge
1 month ago

The RAM shortage is coming for everything you care about

Do you have a phone in your pocket you'd like to upgrade in the next few years? Fancy a game console or handheld? A laptop, perhaps? Will you need a new router, whether you're purchasing outright or renting from your ISP? Each of these devices is expected to have shortages, price hikes, or both in 2026. And even if you don't plan to buy, you depend on goods and services from others who'll be paying more to upgrade their devices.
Gadgets
Tech industry
from24/7 Wall St.
1 month ago

Nvidia GPU availability near zero, AI compute demand off the charts

GPU availability is near zero, indicating demand from hyperscalers and enterprises far exceeds supply, validated by Nvidia's 73% revenue growth and 75% data center revenue increase.
fromFortune
1 month ago

Rampant AI demand for memory is fueling a growing chip crisis | Fortune

Since the start of 2026, Tesla Inc., Apple Inc. and a dozen other major corporations have signaled that the shortage of DRAM, or dynamic random access memory - the fundamental building block of almost all technology - will constrain production. Cook warned it will compress iPhone margins. Micron Technology Inc. called the bottleneck "unprecedented." Musk got to the intractable nature o f the problem when he declared Tesla is going to have to build its own memory fabrication plant.
Artificial intelligence
Artificial intelligence
from24/7 Wall St.
2 months ago

Taiwan Semiconductor Proves the "AI Megatrend" Is Alive and Well

Taiwan Semiconductor's Q4 2025 results show strong AI-driven demand, boosting revenue, net income, and gross margins through advanced-node chip production.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Tech industry
fromTheregister
2 months ago

Memory and CPU shortages to push up PC prices

Chipmakers' prioritization of AI production is restricting consumer memory and storage supply, driving PC price increases, limited configurations, and sourcing shifts.
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