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"TSMC Is the De Facto Brake on the AI Buildout", as Analyst Claims the Foundry's Delay in CapEx Increase Could Cost Hyperscalers Billions in Revenue
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"TSMC Is the De Facto Brake on the AI Buildout", as Analyst Claims the Foundry's Delay in CapEx Increase Could Cost Hyperscalers Billions in Revenue
TSMC has become the biggest "risk" in the AI supply chain, according to Stratechery, as the company is said to have failed to factor in chip demand early, leading to supply bottlenecks. TSMC's Reluctance Towards the AI Hype Early On Is Reportedly Costing the AI Industry Right Now When you look at the AI supply chain today, there is no doubt that TSMC is a major part of it, given the company's extensive foundry services and its role in supporting…
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