AI supply chain
3 stories
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financeSK Hynix CEO Foresees 'Worst-Ever' Memory Chip Shortage by 2027
SK Hynix CEO Kwak Noh-jung warns memory demand will outstrip supply through 2030, as the company capitalizes on the AI boom and considers U.S. factory expansion.
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financeRecord Capital Flight Hits Hong Kong Stocks as Money Rotates to Mainland AI
Record outflows from Hong Kong equities as Goldman Sachs downgrades H-shares, directing investors toward China's booming onshore AI and semiconductor infrastructure.
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techAI Boom Exposed by Helium Shortage Amid Iran Conflict
Escalating Middle East tensions threaten helium supply from Qatar, risking global semiconductor production and AI industry growth.