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2025 AI Chip Shortage: Bridging the $18B Gap

Gartner projects 2025 global AI chip demand at $76B against a $58B supply—a $18B (23.7%) shortfall. The bottleneck lies in advanced packaging: TSMC’s CoWoS capacity grew only 120% in 2024 versus 300% demand growth. Geopolitics worsens shortages—U.S. export controls pushed NVIDIA H100 prices from $35K to $48K with 52-week lead times.

Action plan:

Stockpile now: Secure Broadcom DPU P-series (8-month lead time) for heterogeneous computing;

Alternatives:Training: Cambricon MLU590 (70% of H100 performance);

Inference: Huawei Ascend 910B (CUDA-compatible via CANN layer);

Chiplet savings: Adopt JCET’s XDFOI™ to cut 7nm chip costs by 40%.

Regional shift: Korea/Taiwan’s Q1 equipment spending surged to $7.7B/$7.1B, diverting global capacity. China must accelerate localization—Cambricon chip procurement rose 300% in 2024.

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