Foundries May Face Overcapacity Post-2030
BenBajarin · x · 2026-07-07
In a podcast, analyst Ben Bajarin discussed the signals to watch for if overcapacity hits the foundry industry after 2030, touching upon the future of chip manufacturing capacity and the compute supply chain.
More from Infra
- 12 KV Cache Reduction Techniques Every AI Engineer Should Understand, Explained — blaizedsouza · 2026-09-11
- The shadow GPU capacity market is formalizing, with Meta selling excess compute to outside buyers — DavidLinthicum · 2026-09-11
- Engram's random reads don't suit SSDs; CPU-memory over NVLink could serve all 72 GPUs — bookwormengr · 2026-09-11
- 80% of the DIY LLM inference hype posters have already quit — it's brutally hard systems work — abhijithneil · 2026-09-11
- Hugging Face's Ultra Scale Playbook: a free book on training LLMs on GPU clusters — mdancho84 · 2026-09-11
- Is inference latency becoming the biggest bottleneck for production AI agents? — Euphoric_Sea632 · 2026-09-11