The semiconductor supply-demand imbalance is showing up in chip orders again. According to reports, Chinese firms have reportedly lined up over 2 million chip orders for next year, while available inventory sits at just 700,000 units—leaving a significant supply gap. This mismatch in capacity versus demand is raising eyebrows across the tech sector, particularly among companies reliant on advanced chip procurement for infrastructure buildout. The situation reflects broader trends in hardware availability and could influence equipment pricing and project timelines across the industry.