TSMC struggles to keep up with AI demand: ‘We can only support so much’

TSMC is struggling to meet surging AI-related demand from US customers despite its US factory buildout.

The Verge, citing Reuters and Bloomberg, reports that TSMC is struggling to meet demand from American customers even as it expands factories in the US. CEO C.C. Wei said after a shareholder meeting that customer demand is extremely high and that the company can only support so much. The report highlights how AI growth continues to pressure advanced semiconductor capacity and supply planning.

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