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☆ Surging AI demand could cause the world's next chip shortage, research says
  + stars: | 2024-09-25 | by ( Arjun Kharpal | Arjun Kharpal Is A Senior Correspondent For Cnbc In London. | ) www.nbcnews.com   time to read: +3 min
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. These GPUs which are housed in data centers are critical for the training of huge AI models which underpin applications like OpenAI’s ChatGPT. Bain said demand for GPUs and AI consumer electronics could be the cause of a chip shortage. The semiconductor supply chain is spread across multiple companies. “Geopolitical tensions, trade restrictions, and multinational tech companies’ decoupling of their supply chains from China continue to pose serious risks to semiconductor supply.
Persons: Bain, Anne Hoecker, TSMC, ” Bain Organizations: Bain & Co, Technology, Nvidia, Qualcomm, Samsung, Microsoft, Bain, CNBC, Taiwan Semiconductor Manufacturing Co, Samsung Electronics, Washington Locations: Americas, Taiwan, Netherlands, U.S, China
☆ Surging AI demand could cause the world's next chip shortage, report says
  + stars: | 2024-09-25 | by ( Arjun Kharpal | ) www.cnbc.com   time to read: +2 min
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. These are often referred to as AI-enabled devices and companies from Samsung to Microsoft have released such products. Bain said demand for GPUs and AI consumer electronics could be the cause of a chip shortage. Bain & Company noted that the semiconductor supply chain is "incredibly complex, and a demand increase of about 20% or more has a high likelihood of upsetting the equilibrium and causing a chip shortage." "The AI explosion across the confluence of the large end markets could easily surpass that threshold, creating vulnerable chokepoints throughout the supply chain," the report added.
Persons: Bain, Anne Hoecker Organizations: Bain & Company, Technology, Nvidia, Qualcomm, Samsung, Microsoft, CNBC Locations: Americas
☆ Small companies have to consider path to profitability more proactively, says Bain's Hoecker
  + stars: | 2022-09-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSmall companies have to consider path to profitability more proactively, says Bain's HoeckerThe head of Bain and Company's Americas tech practice, Anne Hoecker, joins 'TechCheck' to discuss why M&A will help growth investors in a recessionary environment, the likelihood of recent M&A deals closing and how to view opportunity in smaller-cap tech stocks.
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