Starting in April, major chip manufacturers such as Texas Instruments and Infineon collectively issued price increase notices, raising costs across the entire supply chain from raw materials to packaging and testing, directly driving up the semiconductor sector. How long do you think this wave of price increases will last?

<p>Starting in April, major chip manufacturers such as Texas Instruments and Infineon collectively issued price increase notices, raising costs across the entire supply chain from raw materials to packaging and testing, directly driving up the semiconductor sector. How long do you think this wave of price increases will last?</p>

Price hikes hit, semiconductor stocks surge.

AAPL

<p>The race for AI infrastructure has entered a new phase, with core capacities such as TSMC CoWoS and HBM memory chips pre-locked by tech giants like NVIDIA, Apple, Microsoft, and Google until 2027 or 2028. A surge in AI computing demand has exceeded the expansion capacity of the semiconductor supply chain, leading to sold-out production, extended lead times of 6-12 months, and price increases of 10%-30%. Bargaining power within the supply chain is shifting from design to production, highlighting the structural scarcity of AI computing power</p>

- The competition for AI infrastructure has shifted to a phase where physical constraints outperform algorithmic innovation, with major companies like NVIDIA and Apple securing key resources well into 2028.  
- The unprecedented growth in AI computing demand far exceeds the capacity for physical expansion in the semiconductor supply chain, leading to severe bottlenecks in critical areas such as CoWoS technology and HBM memory.  
- As a result, enterprises that lock in production capacity now will gain significant long-term competitive advantages in the evolving AI landscape.

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Sold-Out Capacity: Who Are the Eight Core Bottlenecks for AI's Future Development?