Wafer Fab Equipment Capacity Remains a Bottleneck
zephyr_z9 · x · 2026-07-14
A quote highlighting the semiconductor capacity bottleneck:
> "Either demand gets destroyed, or capacity expands wildly."
It points out that WFE (Wafer Fab Equipment) capacity is insufficient to support such a "hyper construction" scale-up. The context also mentions advanced packaging capacity expansion and how larger DRAM dies in CAMM designs might continue consuming extra wafer space, indicating that short-term supply pressures persist.
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