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AI data centers are encroaching on the production capacity of mature processes.

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Anstech Semiconductor's interim CEO Tillger stated that the increasing demand for AI data center production capacity has led to completely exceeded orders, impacting the automotive chip supply chain. CEOs of both Anstech Semiconductor and STMicroelectronics have warned that foundries and packaging companies are shifting resources to the AI field, resulting in supply bottlenecks in the automotive supply chain.

AI-written from the reports · Updated 3 days ago

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11 Nov
  1. ITHome · AI
    Amkor Technology: AI data centers are encroaching on mature process capacity, and the automotive chip supply chain is facing bottlenecks.

    Tilger, the temporary CEO of NXP Semiconductors, stated at the Electronica show that the growing demand for AI data center production capacity has led to completely exceeded orders, impacting the automotive chip supply chain. STMicroelectronics CEO Sheri also warned that foundries and packaging companies are shifting resources to the AI field, resulting in supply bottlenecks in the automotive supply chain.

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