Hot Seat with Josh Buchalter | Semiconductor Supply Shortage
What are some of the next components in the semiconductors ecosystem at risk for a shortage?
In the Hot Seat, Josh Buchalter examines which semiconductor components could face the next supply shortages as AI infrastructure demand accelerates. He highlights rising pressure on CPUs, memory and optical components, along with potential constraints in analog and power semiconductors. Agentic AI workloads are increasing CPU demand and competition for TSMC wafer capacity. Although analog capacity has room to grow, past underinvestment and COVID-era disruptions leave investors watching for renewed bottlenecks.
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