TSMC builds 20 fabs yet can't meet AI demand as labor shortage slows expansion
emmanuelvivier · x · 2026-09-16
TSMC is building 20 fabs simultaneously, expanding at four to five times its historical pace, yet still cannot keep up with AI-driven demand, with labor shortages emerging as the main bottleneck.
More from Infra
- Palmer Luckey asks: can you use datacenter RAM for things prohibited by the operator's terms of service? — avaitopiper · 2026-11-02
- Disable MTP for 20-30% faster local LLM inference on limited RAM — InternalMode8159 · 2026-11-02
- Kioxia up 216% in a year but down 68% from its June 2026 peak — zephyr_z9 · 2026-11-02
- Intel plunges 29%, worst day since the 1970s, wiping $12B off US government stake — emmanuelvivier · 2026-11-02
- Researcher hoards nearly 1TB of DRAM, refuses to sell a stick to data centers — kevinnbass · 2026-11-02
- Self-Hosting LLMs at a Law Firm: Infra and Data Governance Harder Than the Model — EducationalGroup7245 · 2026-11-02