# AI demand
Latest news and articles about AI demand
Total: 3 articles found
AI Boom and Raw‑Material Costs Spark Broad Chip Price Rises — A Turning Point for the Semiconductor Cycle
A surge in AI compute demand and rising commodity costs have triggered industry‑wide price hikes across the semiconductor supply chain. The combination of supply tightness in memory chips and higher manufacturing inputs may mark a transition from a structural upswing to a broader cyclical recovery, with significant implications for manufacturers, OEMs and investors.
Young Chinese Investors Flock to Gold and Silver as Prices Surge—and Lessons in FOMO Follow
A surge in precious-metal prices has attracted a wave of young Chinese investors buying physical gold and silver, ETFs and derivatives. Their enthusiasm is driven by portfolio diversification, central-bank buying and social-media-fuelled FOMO, but the rush underscores behavioural risks and the need for investor education amid broader macro shifts.
Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026
Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.