May 4, 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.