Taiwan Earthquake Alarms Gene Munster: 'The Only Thing That Can Slow AI In The Near-Term' Is Impact On TSMC Chip Production - Apple (NASDAQ:AAPL), Advanced Micro Devices (NASDAQ:AMD)
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Gene Munster, a well-known tech analyst, expressed concerns about the future of Artificial Intelligence (AI) due to potential impact on chip production in Taiwan. Munster highlighted the geopolitical implications of the China-Taiwan relationship on the AI industry, stating that TSMC's production challenges could slow down AI development. The recent earthquake in Taiwan, which forced TSMC to temporarily halt chip production, draws attention to the vulnerability of AI's future development, as it heavily relies on robust chip production. Munster's comments underscore the need for the AI industry to diversify chip manufacturing locations and invest in research and development to mitigate risks. Ensuring a stable and resilient supply chain for hardware components will be crucial for sustaining AI's growth and potential.
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