09:00
2026-09-02
asiaai.fyi
ai-infrastructure
TSMC’s 20-Fab Global Expansion: Why a Double-Sized Equipment Forecast Strains AI Supply Chains
TSMC Senior VP Jeffrey Hou said at SEMICON Taiwan 2026 that AI demand nearly doubled equipment procurement forecasts within six months, prompting TSMC to build 13 fabs in Taiwan and 5-6 overseas simul…