Industry Performance (TCI Graphics) – January 26, 2026
2 Min Read January 28, 2026
AI‑driven demand keeps supply tight entering 2026, with new capacity unable to catch rising needs as data tracks trends across all timeframes.
As the industry enters 2026 in earnest, the big story is supply constraints, with even continuing capacity additions and ramped up utilization rates failing to offset increasing demand due to AI-related investment and the rising compute demands of deployed AI technology. The data gives weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.
This summary outlines the analysis* found on the TechInsights' Platform.
*Some analyses may only be available with a paid subscription.
