TSMC's chairman just told Intel's foundry CEO something pretty revealing: AI chip demand is so insane that even TSMC—the world's dominant foundry—can't keep up. They're literally hoping Intel Foundry succeeds just so the industry has enough capacity to go around.
Think about that for a second. Your biggest competitor is rooting for you because demand is that overwhelming. This isn't about market share battles anymore—it's about whether the supply chain can even handle what's coming.
The AI infrastructure buildout isn't slowing down. If anything, comments like this suggest we're still in the early innings of a multi-year capacity crunch. $TSM $INTC
Think about that for a second. Your biggest competitor is rooting for you because demand is that overwhelming. This isn't about market share battles anymore—it's about whether the supply chain can even handle what's coming.
The AI infrastructure buildout isn't slowing down. If anything, comments like this suggest we're still in the early innings of a multi-year capacity crunch. $TSM $INTC