Jensen Huang spills the tea: Will semiconductors skyrocket 10x in the future? 1. Supply shortages across the entire industry chain Don’t think it’s just NVIDIA GPUs that are out of stock. From memory and storage to optical modules, advanced packaging, and TSMC’s foundry services—every segment is scrambling for resources, and the capacity gap is massive. 2. This isn’t a traditional consumer cycle; it’s an infrastructure revolution This time, it’s different! It’s not a cycle driven by consumer demand but a complete reconstruction of computing power infrastructure. 3. Current capacity can’t even support the AI era Compared to the massive computing infrastructure needed, today’s semiconductor capacity is just child’s play. The entire industry needs to expand 5-10x just to barely keep up with the times. The golden decade of the semiconductor industry is just getting started!