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Intel CTO Pushkar Ranade states the global chipmaking tool supply limits output growth to about 2X rather than 10X. He notes ASML makes fewer than 100 EUV machines yearly, with orders taking 18 months to arrive by 2028. Ranade also mentions Intel's 14A node matches TSMC's N2 density and discusses the Terafab project with Elon Musk.
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Summary by ByteBrief

Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (Financial Times)

Intel CEO Predicts RAM Shortage Until 2029

Executives Say Power Limits AI Data Centres