The semiconductor supply chain is facing widespread bottlenecks


“We can only fill half of customers’ orders”
— $MU CEO
“We’re sold out through the end of 2027”
— $LITE CEO
“Issues in the memory and silicon supply chain are unlikely to improve for another four to five years”
— SK hynix chairman
“It could be years that the industry is constrained on indium phosphide”
— $COHR CEO
“We’re supply constrained, not demand constrained”
— $AAOI CEO
“Foundry capacity is very tight”
— $TSM CEO
“Leading-edge foundry logic capacity is essentially full”
— $AMAT CFO
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