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AI demand fuels silicon surge, leaving PC memory in tight supply
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AI demand fuels silicon surge, leaving PC memory in tight supply

Global silicon wafer production rose 13.1% year-over-year in Q1 2026, driven by AI data center needs, but smartphone and PC makers face tighter HBM allocations, delaying consumer hardware improvements.

Last updated 2 minutes ago • AI demand fuels silicon surge, leaving PC memory in tight supply
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