---
title: "40% of shipped chips may be unable to receive power before 2028. — 大摩 — DecisionGateway"
description: "prediction by 大摩, recorded recently — verbatim quote and source citation."
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prediction

# **40% of shipped chips may be unable to receive power before 2028.**

A prediction by [**大摩**](https://dgw.tmarket.io/actors/01a1da7e-81c7-7baa-8a92-59221a94ac32). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *40%出货芯片2028年前“无法通电”*

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

[**大摩 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81c7-7baa-8a92-59221a94ac32)

## **Discussion**

## **Related claims**

[**Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**모건스탠리 · prediction](https://dgw.tmarket.io/claims/01a1da98-7049-7f08-bd3b-1bae85ad04e7) [**Even 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 · prediction](https://dgw.tmarket.io/claims/01a1d7b2-c882-73bc-b952-8a180f82ce76) [**The first 10 megawatts of computing capacity are planned to be powered on in December.**Hyperscale Data · prediction](https://dgw.tmarket.io/claims/01a1d5cc-d822-7e4d-9f54-f995921610a9) [**Semiconductor selling pressure has not fully ended.**郭哲榮 · prediction](https://dgw.tmarket.io/claims/01a1d7d4-0146-7631-9227-380dc5cb10a5) [**Analysts remain constructive on semiconductors heading into the end of 2026.**Analysts · prediction](https://dgw.tmarket.io/claims/01a1d6bd-3e11-7315-82a8-9f652405bd28) [**LG 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](https://dgw.tmarket.io/claims/01a1ccd9-af1e-7125-b155-594bd5a7d865)

## **More claims by 大摩**

[**20% of new data center projects could be pushed to 2029.**prediction](https://dgw.tmarket.io/claims/01a1da98-7053-731f-9384-feb20289826f)

[All claims by 大摩](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81c7-7baa-8a92-59221a94ac32)

[All claims](https://dgw.tmarket.io/claims)

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