Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

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Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure. IC design houses and semiconductor industry sources generally expect the current capacity constraints to last longer than the chip supply crunch that followed the COVID-19 pandemic.

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