Analyst: Semi Demand Exceeds Capacity by 15-20%, NVDA Supply Constrained
BenBajarin · x · 2026-08-28
Analyst Ben Bajarin, citing NVIDIA's earnings, noted that revenue would be much higher without supply constraints. This implies current semiconductor demand is running 115-120% above capacity (i.e., demand exceeds supply by 15-20%). If supply were unlimited, demand would be significantly higher, highlighting the severe shortage in AI computing infrastructure.
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