SMIC expects 2027-28 foundry capacity crunch as AI demand outstrips supply
Briefing by News4U · First published
ITHome reported that SMIC joint CEO Zhao Haijun told the company’s 2026 third-quarter earnings call that AI compute demand currently exceeds supply and that industry consensus expects very tight foundry capacity in 2027 through mid-to-late 2028. [1]
Sources
- 中芯国际赵海军：AI 算力供不应求，2027 年半导体代工产能将非常紧缺
ITHome · · Summary only