TSMC says it can take a very long time to fulfill AI chip orders through US production. The company faces high customer demand despite building factories in Arizona and investing $165 billion in US plants. TSMC CEO C.C. Wei stated customer demand is so high that the company can only support so much. The AI boom is driving semiconductor sales, with Deloitte forecasting a $1 trillion industry by 2027.
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TSMC Boss Upbeat on AI Outlook
Summary by ByteBrief