Chipmakers warn of second inventory glut as AI server demand plateaus
Leading semiconductor manufacturers say orders for data-centre chips have softened sharply since March, raising fears of a repeat of the 2023 inventory correction that wiped billions from sector valuations.
Leading semiconductor manufacturers say orders for data-centre chips have softened sharply since March, raising fears of a repeat of the 2023 inventory correction that wiped billions from sector valuations.
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