AI Supply Chain BriefAI and lead times: supply chain stories
Every AI Supply Chain Brief story tagged “lead times”, newest first (2).
TSMC: AI chip demand is still bigger than its capacity, and it's scouting Texas
TSMC reported third-quarter revenue of about $46.7B, up roughly 51% from a year ago, and guided fourth-quarter revenue to $52.3B to $54.3B. Management said AI-related demand remains very strong and the gap between demand and supply is still large, with 2026 capital spending planned at $60B to $64B. The WSJ reported that TSMC has sent teams to Texas to evaluate expansion beyond Arizona.
Read the story →So whatDon't plan on leading-edge chip or advanced-packaging lead times easing in 2027.
Lumentum says its AI optics are sold out until about 2029
The CEO of optical-components maker Lumentum told Bloomberg the company is fully booked into early 2029. For some product lines, it can't fill about 70% of demand through 2027, and some customers are already placing orders for 2030. Six months ago, he expected to sell out only through 2028.
Read the story →So whatIf you buy networking or server hardware, ask distributors now about allocation and lead times on anything with high-speed optics.
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