Global semiconductor sales hit $51.3bn; increasing 18.7% year-over-year
Americas saw the biggest growth of all regions
Americas saw the biggest growth of all regions
Comes after Altman posted that the world needs more AI infrastructure, including data centers
Nvidia A100s and H100s amongst restricted semiconductors purchased in China
The SIA claims Huawei could be skirting sanctions
Supply chain is fragile, and relief is months to years away
Crisis has already caused some automotive factories to idle as they await chip deliveries
Diving into the impact of tariffs on data centers