According to a summary by the South China Morning Post, SMIC expects that ongoing data center construction will keep AI computing power in tight supply over the next two years, with the shortage potentially lasting until 2028. The report also noted that U.S. export restrictions on advanced processors to China could tighten further, which may accelerate China's reliance on domestic wafer foundries. These are projections and risk assessments from the report; it was not stated that new restrictive measures have already been implemented.