TSMC Faces AI Demand Crunch: Long Waits Ahead!

Taiwan Semiconductor Manufacturing Company (TSMC) is grappling with soaring AI-related demands, which its CEO C.C. Wei claims could lead to prolonged waits for US-based production. Despite plans to invest $165 billion in new factories, the company is struggling to meet customer needs. A shortage of RAM and NAND Flash memory is also anticipated to persist for years.