Shock Presets
Supply Parameters
Wafer Starts Allocation
Multi-Tier Supply Chain Flow Network
Flow Speed ~ Supply Velocity
Sector Lead Time Projections: AI prioritization throttles legacy node wafer starts, driving Automotive lead times up to 68 weeks while CoWoS packaging queues cap advanced GPU throughput. Shortages forecasted through 2028.
Downstream Sector Lead Times
AI & Datacenter
42 wks
Automotive
68 wks
Industrial Automation
54 wks
Consumer Electronics
28 wks
Multi-Year Lead Time Curve (2024-2028)