𝛼SK or SearchTSMC's chief says the AI bottleneck is its factories, not the power grid
SUMMARY
- Almost every advanced AI chip, whoever designs it, is made by one company, TSMC, mostly in Taiwan.
- Its chief executive says those factories, not electricity, are what limits AI today, and the company's own numbers show why: a new chip factory takes years to build and more years to fill.
- That is a fair point, and it changes how long I think the chip side of the shortage lasts.
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- TSMC's chief says the AI bottleneck is its factories, not the power grid02 Oct 2026
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