CEO Says AI Chip Demand Will Remain Unmet for the Long Term

The chief executive of the world’s largest contract chipmaker warned that demand for AI chips will outpace supply for an extended period. He explained that customer orders continue to surge faster than production capacity can expand. The company is experiencing a relentless rush to secure AI‑focused semiconductor capacity. Despite efforts to increase fab output, the gap between demand and supply persists. The CEO highlighted challenges in scaling advanced node manufacturing. The commentary was published by Financial Express. The outlook suggests prolonged pressure on the AI chip market. Industry participants will need to plan for sustained shortages and pricing volatility.