TSMC, the world's largest semiconductor manufacturer, is struggling to meet surging AI-related demand from US customers despite its ongoing US factory expansion. CEO C.C. Wei acknowledged the company's limitations in keeping up with the high demand, while the AI boom is already causing memory shortages across the industry. This situation highlights the growing pressure on global semiconductor supply chains as AI adoption accelerates.
Background
TSMC is the world's largest contract chip manufacturer, producing chips for major tech companies including Apple, Nvidia, and AMD. The global semiconductor industry has been facing supply chain challenges since the pandemic, with the AI boom adding further pressure on production capacity.
- Source
- The Verge
- Published
- Jun 4, 2026 at 10:15 PM
- Score
- 7.0 / 10