AI Demand Fuels Semiconductor Component Shortages in Asia-Pacific

The Asia-Pacific semiconductor market is experiencing significant shortages in memory and ABF substrates. This scarcity is primarily driven by an acceleration in global AI-related capital expenditure, which is increasing demand for AI-specific semiconductors, particularly from the data center sector. The ongoing shift of AI workloads from training to inference further boosts demand for enterprise SSDs, impacting major manufacturers like AMD and Intel.