LND topic: semiconductor-demand page 1

semiconductor demand

Chip Shortage: A Bigger Problem Than We Thought

January 19, 2026

Micron Technology, a key supplier for Nvidia, has some bad news. They say the memory chip shortage is worse than expected. It's not just a small problem. It's a big one. And it's not going away soon. They think it will last way beyond 2026. This shortage is not just about a few extra chips. It's a

technology

AI Chips Demand: The Unexpected Impact of Cheaper AI Models

January 29, 2025

In an interview with CNBC, Dutch semiconductor giant ASML's CEO, Christophe Fouquet, shared an interesting perspective on the future of AI chips. He believes that new, low-cost AI models, like the one from China's DeepSeek, will actually boost demand for AI-focused chips. This is a surprising take,