What happened
SMIC says AI memory supply may balance after mid-2028, while compute and supporting chips stay short.
Why it matters
The split outlook suggests memory buyers could face less pressure after mid-2028, but compute and supporting-chip shortages look set to persist, per SMIC.
WHO IT HITSProcurement teams sourcing AI memory, compute and supporting chips may face easing memory supply after mid-2028 while compute and supporting-chip shortages persist, based on SMIC's view.
Summaries like this, every morning.
SMIC's outlook splits the AI hardware supply picture into two tracks. AI memory is the segment it sees potentially coming into balance after mid-2028, while compute and supporting chips are expected to remain in short supply. That distinction matters because it implies the relief buyers get in memory may not carry over to the rest of the hardware stack, at least on SMIC's timeline.
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