The AI boom has created a massive market for semiconductor products like GPUs. As data centers have proliferated in order to address the compute needs of more advanced AI systems, power semiconductors are starting to become a center of focus, and many of the makers of these products are starting to increase their prices.
The AI boom started with a supply squeeze for advanced chips like GPUs when LLMs powering systems like ChatGPT proliferated in the market. That boom has been trickling down and has now reached power semiconductors. It remains to be seen whether the boom that turned firms like Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) into…
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