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TSMC Is Building Chips at a Record Pace — But the AI Boom Is Still Running Faster Than Its Factories
TAIPEI — Taiwan Semiconductor Manufacturing Co. is expanding production at a pace rarely seen in the chip industry, yet even the world’s largest contract chipmaker says it is struggling to build capacity fast enough for the artificial-intelligence boom. TSMC Senior Vice President and Deputy Co-Chief Operating Officer Cliff Hou told executives at SEMICON Taiwan 2026 that demand for advanced chips, packaging and computing infrastructure has accelerated far beyond the patterns the semiconductor in
