Friday, 13 November, 2026
No Bubble in Sight: SMIC Warns AI Chip Bottlenecks Will Drag Through 2027
By TechShots Studio
China’s top chipmaker SMIC announced that AI semiconductor supply chains will remain strained through 2027, pushing back against AI bubble fears. Surging demand from data centers and private clouds has pushed SMIC's factory utilization to 97.3%, with orders for essential server power-management chips already booked through late 2027. Meanwhile, equipment delivery delays over 24 months are slowing capacity expansion.
Read full story at CIO ECONOMIC TIMES