Business1 hOctober 15, 2026, 22:04

TSMC capacity is a 'fierce' battleground as AI customers compete for wafers

TSMC posted record profit for a sixth straight quarter and expects fourth-quarter revenue to be 58% higher year over year. Surging AI demand has Nvidia, AMD, Broadcom, Apple, Google, Amazon, Microsoft, Meta and OpenAI competing for wafer capacity, while TSMC expands fabs in Taiwan, Japan and Arizona.

CNBC

Open source

TSMC capacity is a 'fierce' battleground as AI customers compete for wafers

TSMC expects Q4 revenue up 58% year over year
TSMC had 534 customers in 2025; top 10 drove 78% of revenue
TSMC's total Arizona commitment has reached $265 billion
U.S. hyperscaler capex is projected above $700 billion this year

#TSMC#Nvidia#AMD#Broadcom

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TSMC capacity is a 'fierce' battleground as AI customers compete for wafers

TSMC bans resale of wafer capacity allocations

Intel 14A capacity tipped at 6,000 wafers per month by end-2027, 18A yields at 80%

MediaTek TPU orders rise as chip capacity war intensifies

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