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Experts keep locating the binding constraint upstream — fabrication capacity, Taiwan, and power — more than chip vendors or raw demand.
If Taiwan's semiconductor capacity is lost by the end of the decade, the world's ability to add new AI compute would fall from hundreds of gigawatts per year to roughly 10–20 GW from Intel and Samsung combined.
Alternative chip providers to NVIDIA may not solve the compute shortage — the primary bottleneck is upstream, in components and fabrication capacity at companies like TSMC and ASML.
Several choke points constrain the AI supply chain: TSMC's dominance in advanced silicon, US electrical power availability, and a shortage of skilled labor for data-center construction.
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