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

TSMC said demand from American customers is so high that even its U.S. factory buildout cannot keep up, with CEO C.C. Wei saying, “we can only support so much” and that the company is trying not to become a bottleneck. The AI boom is now straining semiconductor supply beyond memory chips like RAM and NAND Flash, highlighting how quickly demand for AI infrastructure is outpacing manufacturing capacity.

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. Wei said after a shareholder meeting on Thursday, Reuters reports. "We are doing our best to ensure TSMC does not become a bottleneck." The surge in AI use has already put constraints on the memory industry , with the widespread shortage of RAM and NAND Flash memory expected to last for years . The AI boom is boosting the sale of semiconductor … Read the full story at The Verge.