As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm AI chips. The company maintains that its primary concern is not a potential surplus of capacity, but rather structural constraints, specifically a significant shortage of skilled professionals

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products