TSMC struggles to keep up with AI demand: ‘We can only support so much’
The Verge
TSMC CEO C.C. Wei warns that record AI-driven demand is outpacing the company's production capacity, even with significant US-based expansion efforts.Summary
Taiwan Semiconductor Manufacturing Co. (TSMC) is facing significant challenges in meeting the intense global demand for semiconductors fueled by the rapid growth of AI. CEO C.C. Wei noted that the company is struggling to avoid becoming a production bottleneck, acknowledging that meeting customer needs through US-based facilities may take a 'very long time.' Despite plans to invest $165 billion in Arizona plants and additional infrastructure, the scale of demand continues to outstrip supply, though the company plans to avoid sudden price hikes.
(Source：The Verge)