https://www.digitimes.com/news/a20260102PD208.html?chid=12
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
Jan 3, 2026 - The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The...
chip boomdevice makerssurging
https://www.pymnts.com/news/artificial-intelligence/2026/global-ai-boom-squeezes-consumer-tech-memory-supply/
Global AI Boom Squeezes Consumer Tech Memory Supply
Jan 15, 2026 - Memory suppliers have effectively sold out high-bandwidth capacity through 2026, diverting components away to fuel AI data centers.
global aiboom squeezestech