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Trendforce 24 March 2026 news on supply line issues of the AI buildout

user nl

user nl

Well-known member
Today a couple of interesting posts by Trendforce on the AI buildout supplyline issues. Detailed links e.g. to the SK Hynix EUV orders!

Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze​

https://www.trendforce.com/news/202...eck-with-lasers-and-pcbs-also-in-the-squeeze/

TSMC Reportedly Eyes 2H27 3nm Mass Production at Arizona Fab 2; Four U.S. Fabs Said to Be Fully Booked​

https://www.trendforce.com/news/202...-fab-2-four-u-s-fabs-said-to-be-fully-booked/


SK hynix Commits $8B to ASML EUV Equipment by 2027 in Push for AI Memory Dominance​

https://www.trendforce.com/news/202...ment-by-2027-in-push-for-ai-memory-dominance/



Tesla Reportedly Ramps TeraFab Hiring in Taiwan; TSMC Talent Seen as Primary Target​

https://www.trendforce.com/news/202...in-taiwan-tsmc-talent-seen-as-primary-target/
 
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