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

Article excerpt

Taiwan Semiconductor Manufacturing Co., the world's largest chipmaker, is hitting capacity limits despite expanding U.S. production. "Customer demand is so high, and we can only support so much," CEO C.C. Wei told shareholders Thursday, vowing TSMC won't become a bottleneck. The admission comes as AI's explosive growth strains semiconductor supply chains globally. Even with new factories under construction stateside, TSMC cannot keep pace with American customers' chip orders, a constraint that could reshape how tech companies source processors and plan product roadmaps.