Over the last few months, we have seen a marked shift in conversations around AI infrastructure, with debate now centered on whether the world can build enough compute fast enough to satisfy demand. Across the AI supply chain, constraints are emerging simulta…

At the semiconductor level, TSMCs advanced-node capacityparticularly N3, which underpins much of the AI accelerator ecosystemis approaching full utilization through at least 2027.<sup>4</sup…