---
title: "Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on… — 모건스탠리 — DecisionGateway"
description: "prediction by 모건스탠리, recorded recently — verbatim quote and source citation."
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prediction

# **Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**

A prediction by [**모건스탠리**](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *2026\~2028년 사이 배치되는 칩의 최대 40%가 제때 전력을 공급받지 못할 위험에 직면할 수 있음*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71895)

[**모건스탠리 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e)

## **Discussion**

## **Related claims**

[**40% of shipped chips may be unable to receive power before 2028.**大摩 · prediction](https://dgw.tmarket.io/claims/01a1da98-705a-732d-b3c0-3cb32c5e0073) [**About 5GW of capacity could be delayed from 2028 to 2029.**모건스탠리 · prediction](https://dgw.tmarket.io/claims/01a1da98-7041-7e9f-8b90-d5b083eae78b) [**Total DRAM bit supply growth will slow from 31% in 2026 to 24% in 2027, then recover to more than 25% in 2028 as new capacity comes online.**대만공상시보 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0425-7053-b405-94f6e809c2cc) [**TrendForce forecasts that 2027 Server CPU shipments will grow more than 30% year over year, while Server DRAM bit supply growth will be only about 25%, and that even including SOCAMM supply the supply-demand gap will be hard to close.**TrendForce · prediction](https://dgw.tmarket.io/claims/01a1da7c-03bd-7234-b317-c0bc273ad803) [**AI server demand will keep rising, so the DRAM supply shortage is likely to continue until 2027.**대만공상시보 · prediction](https://dgw.tmarket.io/claims/01a1da7c-03a0-7e6a-bd8a-66fdebd3de3d) [**Four pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.**Shawn Kim · statement](https://dgw.tmarket.io/claims/01a1da7e-8246-7edc-bbae-ef05867e994c)

## **More claims by 모건스탠리**

[**The AI capital expenditure cycle is likely to lengthen overall.**prediction](https://dgw.tmarket.io/claims/01a1da98-7069-77b6-a78a-9fe07c0b30d5) [**With three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.**allegation](https://dgw.tmarket.io/claims/01a1da98-7061-75bd-9a32-1fd7f6d53700) [**About 5GW of capacity could be delayed from 2028 to 2029.**prediction](https://dgw.tmarket.io/claims/01a1da98-7041-7e9f-8b90-d5b083eae78b) [**Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.**allegation](https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10)

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```

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