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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 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 Verge 5d ago

TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand

The Taiwan Semiconductor Manufacturing Co. (TSMC) factory in the Nanzih district in Kaohsiung, Taiwan. Photographer: An Rong Xu/Bloomberg

Bloomberg Technology 2h ago

Maxed out on TSMC, Samsung and SK Hynix, what emerging-market funds are buying now

Fund managers who’ve made a killing this year with positions in the three top-performing emerging market stocks are increasingly being forced to diversify elsewhere.

MarketWatch 5d ago

China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: SCMP’s 7 highlights

We have selected seven stories from this week’s news across Hong Kong, mainland China, the wider Asia region and beyond that resonated with our readers and shed light on topical issues. If you would like to see more of our reporting, please consider subscribing. 1. Concerns mount in China’s space sector that Musk’s Starship will be a failure There are growing doubts within China’s space sector that Starship, the world’s most powerful rocket being developed by SpaceX in the United States, will...

South China Morning Post 12d ago

TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

C.C. Wei Photographer: Samuel Corum/Sipa/Bloomberg

Bloomberg Technology 6d ago

Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week

Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of "Inside India" — your one-stop destination for stories and developments from the world's fastest-growing large economy. AI-driven gains in TSMC, Samsung and SK Hynix, plus a weaker rupee and headwinds from the Middle East conflict are reshaping Asia's market rankings.

CNBC 6d ago

World's largest chipmaker does not rule out price rises as costs increase

In a rare interview, a senior executive at TSMC discusses the AI boom, the geopolitics of chips and what it means for the price of electronics.

BBC News 9h ago

World's largest chipmaker does not rule out price rises as costs increase

In a rare interview, a senior executive at TSMC discusses the AI boom, the geopolitics of chips and what it means for the price of electronics.

BBC News 9h ago