SMIC expects AI chip demand to keep supply tight through mid-2028
SMIC says AI demand will keep chip supply tight through mid-2028, with memory possibly balancing after that period, while compute and supporting chips remain short amid equipment lead times of up to two years.
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- 2026-11-13 02:58 · DigiTimes Asia
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says