Intel's CTO claims that the output of cutting-edge wafers can at most double, and AI computing power expansion has encountered a supply chain ceiling.

Intel's CTO, Randal Scott, states that the global output of cutting-edge wafers is difficult to increase tenfold, with a realistic growth ceiling of about two times, limited by the semiconductor supply chain's ability to expand production collaboratively. AI computing power has increased by about three times annually over the past decade, but ASML's annual EUV lithography machine output is less than a hundred and it is difficult to expand significantly. Equipment supply cannot keep up, so output will not be realized until around 2028.