TSMC Chip Capacity Is ‘Fierce’ Battleground for AI Customers, Amid Record Quarter

TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.

Why There’s An ‘Extremely Fierce’ Battle For TSMC's Limited Chip Manufacturing Capacity

Unstoppable demand for AI is leading to a capacity crunch on factory lines at the world's leading chip manufacturer, Taiwan Semiconductor. And it could put a chokehold on AI's ability to scale. Analysts tell CNBC that Nvidia, Apple, Broadcom, AMD and others are locked in an “extremely fierce” compet

TSMC says demand significantly exceeds supply capacity

Taiwan Semiconductor Manufacturing Company (TSMC) said on Thursday that demand has significantly outpaced its current supply capacity, as artificial intelligence applications continue to drive growth....