By Choi Hyo-jung
Publication Date: 2026-10-13 02:48:00
As investment in artificial intelligence (AI) infrastructure surges, a warning emerged that funding could become the biggest hurdle to the AI industry’s growth, more than semiconductor and power supply shortages. With massive capital pouring into AI data center construction, analysts said proving profitability relative to future investment will be the key task for the industry’s growth.
On Dec. 12 local time, according to CNBC and other foreign media, Hock Tan, Broadcom chief executive officer (CEO), said at the DBS Asia Future Forward Conference in Singapore, “Over the past two years, we have seen multiple supply bottlenecks, but we have overcome them each time,” adding, “The biggest constraint may be capital.”
Tan said the current memory shortage could improve in a year. He projected wafer shortages for semiconductor production would ease in 2028–2029, and that power supply conditions could improve as new power generation…
