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TSMC Reports Challenges in Meeting AI Demand

TSMC is struggling to meet the rising demand for semiconductors driven by artificial intelligence, according to CEO C.C. Wei. Despite efforts to expand production in the U.S., the company acknowledges limitations in its capacity to support customer needs.

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Taiwan Semiconductor Manufacturing Company TSMC
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C.C. Wei

Taiwan Semiconductor Manufacturing Company (TSMC), the largest semiconductor manufacturer globally, is facing difficulties in fulfilling the high demand from American customers despite its factory expansion in the United States. TSMC CEO C.C. Wei stated, "Customer demand is so high, and we can only support so much," during a shareholder meeting on Thursday. He emphasized the company's efforts to avoid becoming a bottleneck in the supply chain. The increasing use of artificial intelligence is contributing to constraints in the memory industry, with shortages of RAM and NAND Flash memory anticipated to persist for several years.

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

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TSMC Reports Challenges in Meeting AI Demand

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