SMIC expects AI computing shortage to persist until 2028 amid data centre buildout

China's SMIC forecasts AI computing power will remain in short supply until 2028, driven by a relentless data centre buildout, while Nvidia chip heat risks triggering tighter US export curbs.

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2026-11-13 05:55 · South China Morning Post Tech
China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs

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