""There's no such thing as too many chips. We just need more." This statement encapsulates the urgent need for increased chip production to meet the demands of AI technologies."
""I don't really care who's winning or losing right now. I think it's the wrong question." Rasgon suggests that the focus should shift from competition to the industry's capacity to scale production."
""Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond." This highlights the urgency for manufacturers to increase production capabilities."
Stacy Rasgon emphasizes the need to prioritize chip production capacity over market share in the AI sector. He argues that the industry's ability to scale capacity is crucial to meet the skyrocketing demand for chips driven by AI applications. NVIDIA's significant revenue growth highlights the urgent need for increased production. The bottleneck in supply is evident at Taiwan Semiconductor Manufacturing, which is operating at full capacity. ASML's backlog indicates that demand is outpacing supply, prompting customers to expand their production capabilities.
Read at 24/7 Wall St.
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