SMIC sees AI chip crunch until 2028; US scrutiny may tighten Nvidia export curbs

SMIC forecasts AI computing power shortages persisting until 2028, driven by data center buildout. Concurrently, scrutiny over former Nvidia CEO Jensen Huang could lead to tighter US export controls on advanced processors to China, potentially accelerating China's shift to domestic foundries. The forecast and policy risk are intertwined, with implications for global semiconductor supply chains.

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