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Stockmantics
stockmantics.com
did:plc:ef7qgx2s4246kegw3nmyziiv
The global semiconductor shortage, especially for non-AI chips, is worsening as 70% of memory production is diverted to AI data centres. Relief isn't expected until late 2027-2028. 🔌🌐 #Semiconductors #SupplyChain #Tech
2026-07-09T15:30:01.022Z