AI Regulation, Safety & Geopolitics ・ 🔌 Chips and compute

Substrate shortages emerge as AI chip market’s new bottleneck

Korea JoongAng Daily 🔗 Share link 11/06 22:02 UTC 🔗 Share link Older Nvidia Chips Just Cost Oracle Its Microsoft AI Deal — 24/7 Wall St. · 11/07 18:08 UTC

Samsung Electro-Mechanics and LG Innotek are expanding AI substrate capacity. Long-term customer deals are fueling growth, but demand still outstrips supply.

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