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

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…

This article was originally published by The Verge and is republished here under license.

An illustration of a semiconductor

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.

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