TSMC CEO warns AI demand is so high, chip shortage can last for years - MSN

The ongoing AI boom has not only disrupted professionals and led companies to cut staff while increasing AI infrastructure investments, but also triggered a massive surge in demand for chips and memor... Read original →

TSMC’s warning of multi-year AI chip shortages reflects a structural imbalance, not temporary mismatch. The bottleneck lies in EUV-dependent advanced nodes (3nm and below), where ASML’s export controls and prolonged equipment lead times cripple capacity expansion. Upstream, U.S. tightening on EDA/IP licensing raises design costs for fabless firms like NVIDIA and AMD. In response, Samsung and Intel are aggressively pushing HBM-integrated 2.5D packaging to bypass logic-node constraints. Over the next 12–24 months, AI infrastructure spending will concentrate among hyperscalers, forcing smaller players toward mature-node-plus-algorithm workarounds. This generative AI-driven compute famine is redrawing the semiconductor value chain—elevating Taiwan, China’s strategic centrality while amplifying supply chain fragility.