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Surging AI demand could cause the world’s next chip shortage, report says
A surge in demand for AI semiconductors and AI-enabled smartphones and laptops could lead to the next global chip shortage, according to Bain & Company.
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 & Company. The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand for consumer electronics as people were forced to stay and work at home. "Surging demand for graphics processing units (GPUs) has caused shortages in specific elements of the semiconductor value chain," Anne Hoecker, head of the technology practice in the Americas at Bain & Company, told CNBC by email.
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