TSMC struggles to keep up with AI demand: ‘We can only support so much’
TL;DR
Taiwan Semiconductor Manufacturing Co. - the world's biggest semiconductor-maker - is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. "Customer demand is so high, and we can only support so much," TSMC CEO C. C.
Nauti's Take
TSMC barely keeping up with demand shows just how real the AI boom is – a strong signal for the whole chip sector. The catch: shortages in RAM and NAND push prices up and could stall projects that rely on cheap hardware.
Nauti sees openings for alternative suppliers and leaner models; anyone planning hardware should budget generously for lead times now.
Sources