TSMC struggles to keep up with AI demand: ‘We can only support so much’
The world’s biggest chipmaker says it could take a ‘very long time’ to fulfill customers’ needs with US-based production.
by Emma Roth
Jun 4, 2026, 2:15 PM UTC
Image: Alex Castro / The Verge
Emma Roth is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO.
Taiwan Semiconductor Manufacturing Co. — the world’s biggest semiconductor-maker — is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. “Customer demand is so high, and we can only support so much,” TSMC CEO C.C. Wei said after a shareholder meeting on Thursday, Reuters reports. “We are doing our best to ensure TSMC does not become a bottleneck.”
The surge in AI use has already put constraints on the memory industry, with the...
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