AI Supply Chain BriefAI and manufacturing capacity: supply chain stories
Every AI Supply Chain Brief story tagged “manufacturing capacity”, newest first (4).
Adani and Jabil sign up to build AI racks and servers in India
Adani Enterprises and contract manufacturer Jabil signed a non-binding memorandum of understanding on October 13 for a 50:50 joint venture to make and assemble AI racks, servers, storage, networking gear, power distribution, liquid cooling and transformers in India, plus installation and commissioning. The companies are aiming for multi-gigawatt rack capacity for Indian and export customers. No investment figure or production date was given, and the deal still needs definitive agreements and approvals.
Read the story →So whatAnother region is lining up to build AI data-center hardware, which could widen your options for racks, power and cooling over time.
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.
Scimplify raises $25M to add US capacity for specialty and critical-materials chemistry
Scimplify, a Bengaluru-based specialty chemicals and advanced materials maker, raised $25M in a round led by Hitachi Ventures, with Henkel and Teknor Apex joining. Total funding is now about $80M. It plans US research and processing capacity for areas with thin domestic supply, such as rare-earth and critical-metal purification and high-purity semiconductor and battery chemicals, and will keep building its in-house AI platform for taking chemistry from lab to production.
Read the story →So whatNew suppliers for hard-to-source chemistries are forming, often backed by the customers who need them.
Adani and Jabil plan a 50:50 AI hardware joint venture in India
Adani Enterprises and contract manufacturer Jabil signed a non-binding MoU to build and assemble AI racks, servers, storage, networking, power and liquid-cooling gear in India at multi-gigawatt scale. The deal still needs definitive agreements and approvals, and no timeline has been announced.
Read the story →So whatTreat this as a possible new source of data-center hardware supply from 2028 onward, not today's capacity.
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