As AI redraws chip industry, TSMC faces its first real rivals

Digitimes
By Elaine ChenMay 18, 2026, 12:50 am217 ptsTrendingTop
The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains…

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