AI demand fuels DRAM and NAND shortages, major chip mergers, and new SoC breakthroughs. Read TechInsights’ November Chip Observer for full semiconductor analysis.
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Chip Observer October 2025: AI, Power, and the Global Chip Race
AI investments redefine the semiconductor landscape. Read how NVIDIA, AMD, Intel, and global policies are reshaping chips, power, and geopolitics.
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