TSMC Can't Keep Up With AI Chip Demand Even With US Expansion, CEO Warns

Taiwan Semiconductor Manufacturing Co., the world's largest chipmaker, is struggling to meet surging demand from American customers despite building new factories in the US, with CEO C.C. Wei acknowledging the company can only support so much production. The AI boom has already strained memory markets, with widespread shortages of RAM and NAND Flash memory expected to persist for years.

Why it matters: Supply constraints at TSMC—the critical chokepoint for advanced semiconductor production—directly impact AI infrastructure timelines and could slow deployment of next-generation AI systems across the industry.