# AI supercycle Enters Year One of a Ten-Year Run
_Chip suppliers in Taiwan say AI demand is year one of a ten-year run, led by Phison, TSMC and GBTC._
**Published:** 2026-09-04
**Source:** https://www.startuphub.ai/ai-news/technology/2026/ai-supercycle-enters-year-one-of-a-ten-year-run
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The AI supercycle is only in year one of a ten-year run, suppliers told [Bloomberg Technology](https://www.youtube.com/watch?v=Vi5aY_6hR-w) at Semi Taiwan.

Buoyed by the continued AI buildout, the mood on the show floor was extremely bullish.

The full discussion can be found on **Bloomberg Technology**'s YouTube channel.

  
    

![](https://img.youtube.com/vi/Vi5aY_6hR-w/maxresdefault.jpg)

    
      
        

      
    
  
  Chip Suppliers Bullish on AI Buildout, from Bloomberg Technology
Yet skepticism lingers. Chip cycles have always been boom and bust, and no one knows how long this one will last.

## Phison and TSMC point to a long runway

Phison makes NAND flash controllers for data centers. Its projections and order book point to a decade of demand starting now.

TSMC, the world's largest fab, says its need for chipmaking tools has doubled since the end of last year, driven by steady orders from [Nvidia](https://www.startuphub.ai/ai-news/public-companies/2026/nvidia-s-ai-demand-fuels-earnings-blowout) and others.

## Packaging capacity is the near-term constraint

GBTC, an advanced packaging firm in [Taiwan](https://www.startuphub.ai/hardware/chips/amd-invests-10b-in-taiwan-for-ai), sees this supercycle lasting at least until 2030.

The company added a new factory. Even at 50% capacity, it cannot keep up with its order book.

Its biggest problem is people. GBTC has 200 open jobs it cannot fill.

Tools can be bought. Headcount cannot.
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Original analysis from [startuphub.ai](https://www.startuphub.ai), the #1 AI startup directory.