TSMC Watch posted an update
TSMC expects revenue to grow about 44% in US dollar terms this year, while demand for its manufacturing capacity continues to exceed supply, 24/7 Wall St. reports. The figures put a number on the pressure behind the AI chip boom, beyond the usual parade of spending forecasts.
Why it mattersThe report says TSMC expects its 2nm capacity to more than double in 2027, with its next-generation A14 process due to enter volume production in 2028. That is a substantial expansion plan, though not a guarantee that every customer will get the chips it wants on schedule.
Discuss: If AI demand keeps running ahead of supply, should chipmakers prioritise expanding capacity even if it risks overbuilding?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.