AI Chips Likely Sold Out Through 2026, Counterpoint Says -- Market Talk

Dow Jones

04/16

1108 GMT - Artificial-intelligence chips are likely sold out through 2026, Counterpoint analyst William Li says after TSMC's 1Q results. "A massive influx of orders for AI GPUs and AI ASICs is pushing manufacturing capacity to its limits," he notes. "Resilient demand for premium smartphones and aggressive capacity prebooking by clients anticipating price hikes" are further supporting demand for TSMC's chips, Li says. Counterpoint estimates that TSMC's overall capacity utilization rate surged past 95% in 1Q. It reckons utilization rates for advanced nodes such as N3, N4 and N5 have exceeded 100%. TSMC is well-positioned to sustain its momentum and continue hitting new highs this year, the analyst adds. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

April 16, 2026 07:08 ET (11:08 GMT)

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Counterpoint estimates that TSMC's overall capacity utilization rate surged past 95% in 1Q. It reckons utilization rates for advanced nodes such as N3, N4 and N5 have exceeded 100%. TSMC is well-positioned to sustain its momentum and continue hitting new highs this year, the analyst adds. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2026 07:08 ET (11:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Chips Likely Sold Out Through 2026, Counterpoint Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Chips Likely Sold Out Through 2026, Counterpoint Says -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-04-16 19:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1108 GMT - Artificial-intelligence chips are likely sold out through 2026, Counterpoint analyst William Li says after TSMC's 1Q results. \"A massive influx of orders for AI GPUs and AI ASICs is pushing manufacturing capacity to its limits,\" he notes. \"Resilient demand for premium smartphones and aggressive capacity prebooking by clients anticipating price hikes\" are further supporting demand for TSMC's chips, Li says. Counterpoint estimates that TSMC's overall capacity utilization rate surged past 95% in 1Q. It reckons utilization rates for advanced nodes such as N3, N4 and N5 have exceeded 100%. TSMC is well-positioned to sustain its momentum and continue hitting new highs this year, the analyst adds. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 16, 2026 07:08 ET (11:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0965509101.SGD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627925272","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627925272","pubTimestamp":1776337680,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1108 GMT - Artificial-intelligence chips are likely sold out through 2026, Counterpoint analyst William Li says after TSMC's 1Q results. \"A massive influx of orders for AI GPUs and AI ASICs is pushing manufacturing capacity to its limits,\" he notes. \"Resilient demand for premium smartphones and aggressive capacity prebooking by clients anticipating price hikes\" are further supporting demand for TSMC's chips, Li says. Counterpoint estimates that TSMC's overall capacity utilization rate surged past 95% in 1Q. It reckons utilization rates for advanced nodes such as N3, N4 and N5 have exceeded 100%. TSMC is well-positioned to sustain its momentum and continue hitting new highs this year, the analyst adds. 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LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A"},"translate_title":"Counterpoint表示，人工智能芯片可能会在2026年售罄——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IEMG":0.75,"TSMX":0.6,"STSM":0.6,"TWN":0.75,"TSMZ":0.6,"TSMG":0.6,"TSM":1.94,"EMXC":0.75,"TSMY":0.6,"03145":0.6,"FLTW":0.75,"TSMU":0.6},"content_text":"1108 GMT - Artificial-intelligence chips are likely sold out through 2026, Counterpoint analyst William Li says after TSMC's 1Q results. \"A massive influx of orders for AI GPUs and AI ASICs is pushing manufacturing capacity to its limits,\" he notes. \"Resilient demand for premium smartphones and aggressive capacity prebooking by clients anticipating price hikes\" are further supporting demand for TSMC's chips, Li says. Counterpoint estimates that TSMC's overall capacity utilization rate surged past 95% in 1Q. It reckons utilization rates for advanced nodes such as N3, N4 and N5 have exceeded 100%. TSMC is well-positioned to sustain its momentum and continue hitting new highs this year, the analyst adds. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 16, 2026 07:08 ET (11:08 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}