CNBC September 25, 2024
Key Points
– 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 & 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 at home.
– A combination of rising demand for graphics processing units (GPUs), AI-enabled devices and geopolitics, could spark the next semiconductor shortage, Bain & Company 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 & Company.
The last major...
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