PERSON DIRECTORY
Sravan Kundojjala
Sravan Kundojjala appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
Sravan KundojjalaIvan ChiamJordan Nanos
AI’s binding constraint has moved from power to wafer-fab capacity, with AI rising from 9% of TSMC N3 demand in 2025 to roughly 85-90% in 2027.TSMC allocation, HBM scarcity and rising H100 rental prices favor customers with procurement leverage, while double ordering, ROI and GB300 capacity could determine whether the cycle tightens or turns.