AI Semiconductor Supply Gap Continues to Widen
BenBajarin · x · 2026-07-13
The post discusses the growing pressure on the supply of AI-related semiconductors.
Citing forecasts, the supply gap could widen from 18% to 25% by 2030. The author adds that capacity growth for both memory and logic wafers is projected to grow by only single digits annually. The overall consensus is that the supply shortage driven by AI demand will be difficult to alleviate in the short term.
Related event: AI Demand Exacerbates Semiconductor and Memory Shortages(2 posts)→
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