TSMC CEO warns AI demand is so high, chip shortage can last for years - India Today

Taiwan Semiconductor Manufacturing Company (TSMC) CEO CC Wei has warned that demand for AI-driven chips will continue to outpace supply for years, indicating that the chip shortage is likely to persis... Read original →

TSMC CEO C.C. Wei’s warning reflects a structural imbalance: AI chip shortages stem from near-total allocation of 3nm and sub-3nm capacity to NVIDIA and peers. Technologically, extended EUV tool lead times are cascading into HBM and advanced packaging bottlenecks. Geopolitically, U.S. CHIPS Act subsidies haven’t yet offset the yield gap between fabs in Taiwan, China and those overseas, ironically heightening supply chain fragility. Samsung may leapfrog with GAA-based 2nm nodes, while Intel leverages IFS and state aid to contest AI foundry share. Over the next 12–24 months, rising consumer device prices are merely symptomatic; the deeper tail risk is that global AI infrastructure deployment will be dictated by silicon availability—not algorithmic ambition—creating a new ceiling for innovation velocity.