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US-China AI Race Expands to Energy, Chips, and Mineral Supply Chains
Valor Econômico·US · CN·3 days ago
Logitech CEO Hanneke Faber stated that high AI-driven semiconductor demand will keep supply tight for the next 12-18 months, with no clear relief expected. This reflects sustained pressure on chip supply chains, though it is a corporate outlook rather than a hard data point. The statement signals continued cost and availability challenges for hardware makers.
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