The great data center delay: Why your AI chips are stuck in 2026

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May. 04, 2026 –

Bruce Bateman, a chief analyst at Omdia, outlines why semiconductor supplies are being affected by a perfect storm of physical and geopolitical constraints as AI demand is increasing.

By Bruce Bateman, manufacturingdive.com

Bruce Bateman is a chief analyst for the semiconductors group at Omdia, a division of Informa TechTarget. Opinions are the author’s own.

The semiconductor industry’s path to a $1 trillion valuation isn’t being blocked by a lack of innovation. Instead, it’s being throttled by a perfect storm of physical and geopolitical constraints.

This represents the most structurally risky period for the industry since the post-COVID-19 correction, as detailed in Omdia’s new SemiDynamics 2026 Q1 Report.

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