TSMC warns AI chip shortage to persist for years - MSN

TSMC has warned that the shortage of AI chips will persist for years, highlighting the severe challenges faced by the global semiconductor industry in meeting the surging demand driven by AI advanceme... Read original →

TSMC’s warning that AI chip shortages will last years reveals a structural mismatch between cutting-edge capacity and explosive demand. Technologically, the reliance on EUV for 3nm nodes makes lithography tool availability the choke point across the AI stack—from GPUs to HBM and server design. U.S. industrial policies, while accelerating fabs in Arizona and Japan, inflate operational costs due to talent gaps and slow yield ramp-ups. NVIDIA will likely deepen its lock-in on TSMC’s CoWoS packaging and hedge with Samsung, while Intel pushes its 18A node to capture AI clients. Over the next 12–24 months, the industry shifts to a 'capacity-first' paradigm: capex flows into advanced packaging and materials, supply chains regionalize along geopolitical lines, and Taiwan, China’s role as the epicenter of advanced manufacturing becomes even more irreplaceable.