# The Queue: Who Gets AI Chips and Who Waits - Date: 2026-04-25 - Category: Hardware & Energy TSMC locked more than 85% of its chip packaging capacity to four customers through 2026. Nvidia alone needs 595,000 wafers — 60% of all demand. Qualcomm beat revenue estimates by $1B yet still cut its handset forecast, blaming memory shortages. The queue is the market. ---