TSMC has become the biggest “risk” in the AI supply chain, according to Stratecherry, as the company is said to have failed to factor in chip demand early, leading to supply bottlenecks. TSMC’s Reluctance Towards the AI Hype Early On Is Reportedly Costing the AI Industry Right Now When you look at the AI supply chain at the moment, there is no doubt that TSMC is a major part of it, given the company’s extensive foundry services and its role in aiding the hyperscaler buildout we are now witnessing. The growth of HPC-focused orders flowing into the company is so […]
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