According to a report cited by ChainCatcher from DIGITIMES, companies in IC design and the broader semiconductor sector broadly expect the current supply-demand tightness in mature-node chips to last longer than previously anticipated. A common industry view is that chipmakers and customers will still be competing aggressively for production capacity through at least 2028, with price increases potentially becoming a normal feature of the market during that period. Some opinions cited in the report go even further, saying supply and demand for mature-node chips may still not return to a stable balance by 2030. People in the IC design industry also said end-market conditions are not especially strong overall at the moment. Instead, the main pressure is coming from cloud AI demand, which has reached a very large scale and is still expanding.
ChainCatcher, citing DIGITIMES, reported that the IC design and semiconductor industries generally believe the current supply-demand shortage in mature-node chips will last longer.
The prevailing industry view is that the sector will need to keep fighting for capacity through at least 2028, and price hikes may become routine. Some views cited in the report said supply and demand for mature-node chips may still not return to a stable balance by 2030.
People in the IC design industry said overall end-market conditions are not especially strong right now. Instead, demand tied to cloud AI is unusually large and continues to expand.
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