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TSMC Is “Suffering From Success” in a Monopolized Chip Market, as AI Demand Has Led to Labor Shortages and Exploding CapEx Spending

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

TSMC is getting all the spotlight in the semiconductor industry, especially from fabless manufacturers involved in the AI race, but the demand is turning out to be a bit ‘too aggressive’ for the chip giant. TSMC Leads the Race When it Comes to External Adoption, But the Firm Needs to Invest Heavily to Keep Up With the Pace The Taiwan chip giant has managed to capture a gigantic market share in recent years, as the AI frenzy has made TSMC the go-to spot for customers like NVIDIA and AMD. This has not only generated massive revenue for the company, but […]

Read full article at https://wccftech.com/tsmc-is-suffering-from-success-in-a-monopolized-chip-market/