TSMC CEO C.C. Wei says the company won't be able to fulfill demand led by US customers even as more capacity comes online in the US over the next few years (Debby Wu/Bloomberg)
TSMC warned AI-driven chip demand from US customers will outstrip supply for years despite new US capacity.
Excerpt
<a href="https://www.bloomberg.com/news/articles/2026-06-04/tsmc-ceo-warns-chip-supply-won-t-meet-ai-fueled-demand-for-years"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260604/i16.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260604/p16#a260604p16" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Debby Wu / <a href="https://www.bloomberg.com/">Bloomberg</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.bloomberg.com/news/articles/2026-06-04/tsmc-ceo-warns-chip-supply-won-t-meet-ai-fueled-demand-for-years">TSMC CEO C.C. Wei says the company won't be able to fulfill demand led by US customers even as more capacity comes online in the US over the next few years</a></b></span> — Taiwan Semiconductor Manufacturing Co.'s global chip supply will fall short of AI-fueled demand for years to come … </p>
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