AI Chip Crowd‑Out Risk

High‑end AI accelerator procurement can materially crowd out legacy consumer and mobile device silicon at dominant foundries, raising prices and forcing long‑standing customers to compete for capacity or accept higher costs. This is visible where Nvidia’s large wafer orders reportedly displaced Apple’s guaranteed allocation at TSMC and triggered supplier price hikes. — If unchecked, AI‑driven chip concentration will reshape consumer electronics industries, national supply‑chain resilience, energy planning and industrial policy, making semiconductor allocation a matter of public economic strategy.