prediction
40% of shipped chips may be unable to receive power before 2028.
A prediction by 大摩. Statements are as reported by the cited publishers — not verified by DecisionGateway.
40%出货芯片2028年前“无法通电”
Discussion
Related claims
Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.모건스탠리 · predictionEven if delayed, semiconductor supply shortages will persist, and this is not a major variable for next year's earnings given long-term contracts.post author · predictionThe first 10 megawatts of computing capacity are planned to be powered on in December.Hyperscale Data · predictionSemiconductor selling pressure has not fully ended.郭哲榮 · predictionAnalysts remain constructive on semiconductors heading into the end of 2026.Analysts · predictionLG Chem expects 2027 cathode material shipments to more than double versus 2026, driven by expanded supply from projects that began shipping in 3Q this year and full-year reflection.LG화학 · prediction