TSMC boss predicts AI chip shortage through 2025, says Trump comments don't change his strategy

The CEO of Taiwan Semiconductor Manufacturing Company (TSMC) is predicting that supply won't balance out demand for advanced chips until 2025 or 2026. Talking on today's Q2 2024 earnings call, C.C. Wei - head of the world's largest contract chip manufacturer - said he was working on the problem despite customer demand being so …

[martinusher]

We're Big, we're Important but...

...to "The Rest Of The World" we're somewhat irrelevant.

I used to be from Manchester, the cradle of the Industrial Revolution. A lot of our modern world has its roots in inventions and processes pioneered there, few of which are important today. So the idea that Manchester City Council -- or even the UK government -- could exercise veto power over products and processes developed there decades or even hundreds of years later is ludicrous. I now live in California, not exactly the birthplaces of modern semiconductors but where the industry developed from a cottage industry type sideline into today's modern industry -- 50 and more years ago. Like Manchester and textiles we've let a lot of our industry go abroad to where labor's cheaper and so not surprisingly we're losing control of it.

I vaguely recall someone saying something about "Those who don't learn from history......"

[O'Reg Inalsin]

no taking involved

<i>Taiwan/TSMC taking 100 percent of the chip business from the US</i> .. various Corporate planners gave it to Taiwan so that the US could focus on more design oriented less mfg infrastructure investment intensive stuff.