TSMC doubles down on equipment purchase as AI demand is outpacing semiconductor supply chain planning

Digitimes
By Jingyue HsiaoSep 2, 2026, 10:50 pm126 ptsTrending
TSMC says surging AI demand is stretching the global chip industry beyond its usual planning cycle, with fast-changing procurement needs, labor shortages, and infrastructure constraints affecting markets far beyond Taiwan. The company is expanding aggressively, but executives say the pace of demand is still…

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