TSMC、米国ファブへの投資を1650億ドル規模に拡大 ― ただしAIチップの需要には応えられないと認める

tsmc is struggling to keep up with ai chip demand despite its massive expansion plans, with ceo c.c. wei stating customer demand is so high that the company cannot support everyone without becoming a bottleneck. the firm is investing $165 billion in us manufacturing to build three new plants and two advanced packaging facilities in arizona, though production timelines remain long. this shortage comes as the semiconductor industry faces a memory crunch and deloitte predicts the sector will become a $1 trillion industry by 2027. while the company considered price hikes like those seen for dram and ssds, tsmc confirmed it will not issue abrupt price increases to mitigate the supply constraints.