tech
TSMC struggles to keep up with AI demand: ‘We can only support so much’
Posts from this topic will be added to your daily email digest and your homepage feed.
TL;DR
- TSMC is finding it difficult to meet customer demand for semiconductors, even with its US factory expansion.
- CEO C.C. Wei indicated that the company's capacity is limited, and US production will take a long time to meet needs.
- The surge in AI usage is a major driver of increased demand for semiconductors.
- Shortages of RAM and NAND Flash memory are expected to last for years due to the AI boom.
- TSMC plans to invest $165 billion in building three additional plants, two advanced packaging facilities, and an R&D center in the US.