A market in overdrive
Demand for advanced semiconductors has outpaced even the most optimistic forecasts, pushing chipmakers to expand fabrication capacity at record pace.
Why it matters
The scramble for compute is reshaping capital expenditure across the technology sector, with hyperscalers investing tens of billions into custom silicon.
What comes next
Analysts expect the bottleneck to ease by next year as new fabs come online, though export controls remain a wildcard for global supply chains.
