All topicsSTATE OF AI REPORT. 2021

Chip supply exposes industrial dependencies

Compute capacity depended on more than the design of an AI accelerator. The 2021 report examined the equipment and manufacturing supply chains behind chips, highlighting ASML’s position in extreme-ultraviolet lithography and growing delays in semiconductor supply.

Questions in this section

Why did ASML matter to AI infrastructure in 2021?Were the chip shortages limited to AI?What equipment made ASML strategically important?What did the approximately $150 million figure refer to?Which period did ASML’s €8.4 billion sales figure cover?What order lead times did the report describe?What two pressures contributed to the shortage discussion?Was ASML’s importance the same as GPU market share?

A specialized supplier enables leading manufacturing nodes

ASML was the sole supplier of the extreme-ultraviolet lithography machines discussed in the report. These systems enabled leading chipmaking processes and cost about $150 million each. That concentration made manufacturing equipment strategically important alongside chip designers and foundries.

A specialized supplier enables leading manufacturing nodes - 2021 report, slide 114
A specialized supplier enables leading manufacturing nodes. 2021 report, slide 114 (PDF page 114)

Shortages reach far beyond AI labs

The report described chip order-to-delivery waits above four months amid pandemic disruption and demand growth. This was a broad semiconductor issue affecting electronic goods and manufacturers, not a measured delivery time for every AI GPU.

Shortages reach far beyond AI labs - 2021 report, slide 115
Shortages reach far beyond AI labs. 2021 report, slide 115 (PDF page 115)

Chip design and chip availability were different constraints

A company could have a use for more processors and still wait months for delivery. The report’s supply-chain discussion placed AI demand within a wider semiconductor shortage. Capability improvements therefore depended partly on the timing and concentration of physical manufacturing capacity, not only on research progress.

Evidence you can use

Compute in the 2021 report

Historical snapshot: October 2021. Dates and populations are specified per row.

Compute in the 2021 report
MeasureReported valueDefinition and source
ASML EUV system costApproximately $150MPer-machine figure cited in the 2021 report.2021 report, slide 114 (PDF page 114)
ASML H1 2021 net sales€8.4BOriginal currency and reporting period preserved.2021 report, slide 114 (PDF page 114)
Reported chip lead timesMore than 4 monthsBroad semiconductor ordering delays described in 2021.2021 report, slide 115 (PDF page 115)

Equipment prices and supplier financials are historical. The lead-time figure concerns broad semiconductor supply and should not be read as a universal AI-accelerator delivery schedule.

Frequently asked questions

Sources and dates

Historical snapshot published October 12, 2021. This web edition was prepared on 2026-10-11 from the online deck and original launch posts. Findings and forecasts retain their original time frame.

  1. 2021 report, slide 114 (PDF page 114)Original 2021 report. Printed slide numbers match PDF pages.
  2. 2021 report, slide 115 (PDF page 115)Original 2021 report. Printed slide numbers match PDF pages.
  3. State of AI Report 2021: online slides
  4. Air Street Press launch essayOctober 12, 2021.
  5. Welcome to State of AI Report 2021Original website launch post, October 12, 2021.

Cite this page

Benaich, Nathan, and Ian Hogarth. “Chip supply exposes industrial dependencies.” State of AI Report 2021. Historical report snapshot; web edition prepared 2026-10-11.