TSMC’s chip demand has reportedly reached a level where customers are now willing to pay up to 100% premiums to have their chips fabbed by the Taiwan giant. TSMC’s Production Lines Are Experiencing a ‘Hot Run’, Driven By Demand From AI Customers The AI frenzy has managed to disrupt almost every mainstream supply chain, whether it involves memory, advanced packaging, semiconductors, or similar elements. The demand from hyperscalers and GPU manufacturers is so gigantic that companies like TSMC are unable to cope with it, which is why, according to a new analysis by JPMorgan’s Gokul Hariharan, it is claimed that […]
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