台積電斥資1650億美元擴產美國 — 但承認無法滿足AI晶片需求
台積電計劃投資1650億美元在美國建廠，但警告稱無法滿足客戶對AI晶片的需求，導致行業出現瓶頸。
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.