8-Inch Wafer Shortage Expected to Intensify from 2027 as AI Data Center Demand Spurs Pricing Cycle Through 2030

According to Guo Zhi Consulting, as cited on July 2, 8-inch semiconductor wafer supply is expected to face sustained shortages beginning in 2027, driven by growing AI data center demand, major foundry production cuts, and increased chipmaker outsourcing orders. The consulting firm predicts a multi-year pricing cycle for 8-inch wafer manufacturing between 2027 and 2030, as capacity utilization and upstream material costs are expected to rise simultaneously.
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