AI Chip Supply Chain Bottleneck: A MSG Company Dominates Over 95% of Global Critical Material Market

As AI chip demand surges globally, tech companies are scrambling for production capacity, but few notice the hidden bottleneck in the supply chain. A company originally engaged in MSG production now controls over 95% of the global market for a key material needed for AI chips. Even industry giants like Nvidia have to queue for its production supply. This phenomenon reveals the high dependence of high-tech industries on supply chains in niche areas—any fluctuation in a single link could impact the entire industry.