Motherboard sales have declined by over 25% due to chipmakers prioritizing AI chip production, leading to a projected loss of 5 million units for Asus in 2025. Major PC component prices, including memory modules, have risen amid these shortages as fewer consumers build new PCs.

Anker has introduced the Thus processor, the world's first neural-net compute-in-memory AI audio chip designed for audio devices, mobile accessories, and IoT devices. This chip is smaller and more power-efficient than traditional chips, making it suitable for compact devices, with an initial rollout planned for earbuds.

Google is competing with Nvidia for dominance in the AI chip market, which has significant implications for the global economy. Nvidia previously held a monopoly on AI chip supply, leading to high demand and a market cap exceeding $3 trillion, but this era is coming to an end as new challengers emerge.

Super Micro Computer's stock fell by 25.3% to approximately $23 in premarket trading following the arrest of co-founder Yih-Shyan Liaw for allegedly conspiring to smuggle AI chips worth billions into China. This decline marks the company's largest single-day loss since October 2024.

Oracle's data centers are being built with outdated technology, while advancements in AI chips are outpacing construction timelines. OpenAI has decided not to expand its partnership with Oracle in Abilene, Texas, due to a preference for newer Nvidia graphics processing units.