Posted 12/27/2023, 9:28:10 AM
Chipmakers Poised for AI Boom and Supply Relief by 2024, Though Uncertainty Looms
- Nvidia, AMD, Micron among chipmakers poised to benefit from AI boom and end of chip shortage in 2024
- Intel aiming to close gap with rivals on next-gen 2nm chips for smartphones and data centers by end of 2024
- Arm seeking to expand beyond core products after rocky IPO in 2023
- TSMC testing next-gen 2nm chip prototypes with Apple and Nvidia
- ASML sees leadership change as chip industry grapples with slowdown and trade bans