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AI infrastructure demand drives tech sector growth and risk

6 clusters · 25 sources · last updated

Latest: AI infrastructure demand drives growth for TSMC and Super Micro Computer

The expansion of AI infrastructure and 5G demand continues to drive record growth across the technology and semiconductor sectors in Taiwan and the United States. TSMC continues to report record-breaking performance, wit

[QUIET] [TECHNOLOGY] [CN] [KR] [US]

AI-driven memory shortage intensifies through 2028

13 clusters · 97 sources · last updated

Latest: RAM prices surge 500% amid shortages as Asus unveils Xbox Ally X20

The AI-driven shortage of DRAM, HBM, and NAND is intensifying. Samsung Electronics has warned that the RAM shortage will worsen in 2027 and remain severe through at least 2028, as the shift toward high-bandwidth memory (

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