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First RAM, now circuit boards: AI demand is stretching some PCB orders to 30 months
AMD says it will outsell Intel for the first time in its history as Epyc and Instinct sales soar on AI demand
Windows 11 8GB RAM configurations get a performance boost
Intel shifts production capacity from consumer to server CPUs in face of 'unprecedented' AI demand
AI demand triggers massive PCB shortage for PC makers as order books full until 2030
ASMPT Sales Jump 49% on AI Demand as Chip Unit Misses
Hard drives were supposed to lose the storage war — but AI demand is now pushing their biggest suppliers years ahead
Memory chips are now more expensive than compute chips on a per-area basis
Taiwan's TSMC building 25 chip and packaging plants this year as AI demand outruns supply
Yotta Eyes $20 Billion GPU Buildout as AI Demand Soars
Nvidia projects $673B in sales as AI demand widens
Fujifilm Expands Key Chip Material Output to Capture AI Demand
Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes
Taiwan projects 2026 economic growth at fastest in four decades on AI demand
Cloud giants pour nearly $600B into capex as AI demand surges
ASML Works to Ship Chipmaking Tools Faster to Meet AI Demand
Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026
'Absolutely No Sign' of Let Up in AI Demand, UBS Says
Google caps Meta’s Gemini use as AI demand strains capacity
ASML CEO on AI Demand, Data Centers in Space and Musk's Terafab
