Industry insiders: Mature process chip supply shortages may persist until 2028

According to DIGITIMES, the IC design and semiconductor industry generally expects the current supply shortage for mature process chips to last longer than previously anticipated. Most industry experts believe that competition for capacity will remain intense until at least 2028, with price hikes becoming the norm. Some projections suggest that supply-demand balance may not be restored until 2030, driven largely by the massive and continuously expanding demand for cloud-based AI infrastructure.