06:00
2026-09-08
hwbusters.com
ai-infrastructure
TSMC Equipment Demand Hit 1.9x Its Own Forecast, and Now the Bottleneck Is Construction Workers
TSMC Deputy Co-COO Cliff Hou said at SEMICON Taiwan that the company's quarterly semiconductor equipment demand has reached roughly 1.9 times its December 2025 forecast, up from 1.5x in Q1, driven by …