AI boom restricts chip supply for other markets
Siltronic raised its annual sales forecast after noting strong demand for silicon wafers. The CEO explained that the AI boom redirects semiconductor supply toward data centres.
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The artificial intelligence boom is diverting semiconductor manufacturing capacity toward data centres and away from consumer devices, Siltronic AG CEO Michael Heckmeier said on Wednesday. The shift is constraining supply in traditional markets like smartphones and PCs. Demand for advanced silicon wafers has driven up forecasts for suppliers worldwide.
