TSMC, 미국 파운드리 투자 1,650억 달러로 확대 — 하지만 AI 칩 수요 충족은 불가하다고 인정
TSMC는 미국 파운드리에 1,650억 달러를 투자할 계획이지만, AI 칩에 대한 고객 수요를 감당할 수 없다고 경고하며 업계에 병목 현상을 초래하고 있다.
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.