The AI frenzy is driving a new global supply chain crisis
· Source: japantimes.co.jp
In short
An acute global shortage of memory chips is impacting AI and consumer electronics companies worldwide, causing price surges and supply struggles. Key memory chip types including flash and high-bandwidth memory are affected, with companies like Microsoft, Google, and ByteDance competing for limited supplies.
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In the issue of week 49, 2025: Agentic AI Orchestrates Supply Chains as Security and Governance Accelerate
Tags: memory, chips, electronics, supply, crisis, AI