TSMC paces the frontier by accident whenever it underestimates chip demand

dan_s_becker · x · 2026-09-14

dansbecker quips that while pacing the AI frontier is framed as an impossible collective action problem, TSMC manages it by accident every time it underestimates chip demand — a wry take on supply-side constraints as natural brakes.

Original post →

More from AGI Musings

AGI Musings channel →