RT @aleabitoreddit: I literally called out a national vulnerability in the AI supply chain. Then went long on the quasi-monopoly in $AXTI.… #AISupplyChain #Investing #Monopoly #Nospecificcountrycodesarementionedinthetweet.
🇨🇳 #China’s AI Suppliers Can’t Keep Up as Component Shortages Bite – Bloomberg https://t.co/lnhoqkPcJ3 https://t.co/ArXhTcDJnN #China #AISupplyChain #ComponentShortage #CN
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A sudden investor frenzy has propelled South Korea's stock market, making it the world's hottest amid record earnings from chipmakers like Samsung, SK Hynix, and TSMC, crucial players in the global AI supply chain, while fears of potential future risks loom over the booming sector. #AIsupplychain #TechInvestment #ChipIndustry #TW #KR
Asia's tech giants give AI bull run a new centre of gravity
