台积电称AI芯片短缺将持续数年

TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Wei indicating it will take “a long time” before the company can fully meet global needs. The outlook underscores how deeply AI has reshaped the semiconductor industry, creating sustained pressure across the supply chain. The imbalance is not a short-term spike but a structural shift, with demand continuing to accelerate faster than manufacturing capacity can expand. AI DEMAND IS OUTRUNNING SUPPLY The surge in AI development—from large language models to data center expansion—has driven unprecedented demand for advanced chips. Companies building AI systems require high-performance processors in large volumes, pushing foundries like TSMC to their limits. …