TSMC struggles to keep up with AI demand: ‘We can only support so much’
The Verge / 6/4/2026
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Key Points
- TSMC is struggling to meet AI-driven chip demand from American customers, despite expanding manufacturing capacity in the US.
- CEO C.C. Wei says the company can only support a limited portion of customer demand and is working to avoid becoming a bottleneck.
- Reuters and Bloomberg report that supply constraints are being strained further by surging AI usage.
- The article links the broader AI boom to ongoing semiconductor supply pressures, including years-long shortages of RAM and NAND flash memory that affect downstream AI hardware demand.
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