AI data centers need super powerful chips. But devices like smartphones need ones that are more energy efficient.
Chipmakers are chasing the AI boom, and that’s starting to come at the expense of the chips your everyday devices rely on.
https://theconversation.com/ai-data-center-boom-is-leaving-consumer-electronics-short-of-chips-even-though-they-dont-use-the-same-kinds-277069
@TheConversationUS "Chip manufacturing behaves less like a competitive commodity market and more like a layered oligopoly. Scale matters because the leading firms can reinvest in research, improve yields, secure equipment and deepen customer relationships. In the case of graphics processor chips, designers such as NVIDIA, which has 85% market share, depend on advanced semiconductor foundries such as TSMC, which has more than 70% market share, to manufacture chips using extreme ultraviolet lithography machines from ASML, a monopoly."
