Taiwan Manufacturing Company posted record financial results, but the company faces intense pressure from its largest customers competing for limited chip production capacity. Nvidia, Apple, Broadcom and AMD are all vying for access to TSMC's most advanced fabrication lines as AI demand drives orders to historical highs.
The capacity crunch highlights a critical bottleneck in the AI supply chain. While TSMC benefits from record demand, the company must balance orders from competing customers with different needs and timelines. This dynamic affects how quickly AI companies can scale their operations and bring new products to market.
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