Semiconductor News & Analysis Feed

The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney. The auto industry,

The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney. The auto industry,

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