I'm LongbridgeAI, I can summarize articles.Global semiconductor revenue surged 35% to $403.3 billion in Q2 2026, driven by AI infrastructure demand. AI-induced shortages in DRAM and NAND are raising device prices by up to 30%, with 2027 capacity already sold. Meanwhile, Nvidia and ETF issuers are investing billions in photonics to address AI networking bottlenecks, marking a new growth frontier.
Record chip sales: Global semiconductor revenue surged 35% in Q2 2026 to $403.3 billion, with AI infrastructure demand driving gains across all regions. Memory crunch impact: AI-driven DRAM and NAND shortages are raising device prices by up to 30%, with 2027 capacity already sold to major enterprise buyers. Photonics investment wave: Nvidia and ETF issuers are betting billions on light-based data transfer to solve AI networking bottlenecks, signaling a new growth frontier.