NuAxiSemiconductor trade intelligence
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says
What happened
Executives of Semiconductor Manufacturing International Corp. (SMIC) said on the company's third-quarter 2026 earnings call that they expect artificial intelligence (AI) demand to keep chip supply tight through mid-2028. Meanwhile, equipment lead times of up to two years are slowing the company's own capacity build-out. This is a management expectation about supply-demand conditions; the source does not state any cause beyond AI demand and equipment lead times.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
chip supply
AI demandsupply tightnessequipment lead timescapacity build-outQ3 2026 earnings call
Source and time
Source: DigiTimes Asia · 11/12/2026 · View original source
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