A surge in demand for artificial intelligence-focused semiconductors and AI-enabled smartphones and laptops could lead to the next global chip shortage, according to Bain & Co. The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand for consumer electronics.
A surge in demand for artificial intelligence-focused semiconductors and AI-enabled smartphones and laptops could lead to the next global chip shortage , according to Bain & Co.
A combination of rising demand for graphics processing units, or GPUs, AI-enabled devices and geopolitics, could spark the next semiconductor shortage, Bain said.A surge in demand for artificial intelligence-focused semiconductors and AI-enabled smartphones and laptops could lead to the next global chip shortage, according to a report released Wednesday by consultancy Bain & Co.
"If we combine the growth in demand for GPUs alongside a wave of AI-enabled devices, which could accelerate PC product refresh cycles, there could be more widespread constraints on semiconductor supply."how much demand such AI-enabled gadgets will have, given what appears to be a cautious approach to them from consumers so far.
AI Semiconductor Chip Shortage Demand Gpus
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