TSMC hits record quarter as chip giants battle for wafers

TSMC delivered record results while Nvidia, Apple, Broadcom and AMD compete intensely for its limited production capacity. The Taiwan semiconductor manufacturer faces sustained demand pressure from all four major customers seeking wafer allocation for AI and consumer processors. Despite strong financial performance, TSMC cannot fulfill all orders at current production levels, forcing customers into direct competition for manufacturing slots. The capacity crunch underscores the critical bottleneck in the semiconductor supply chain as AI deployment accelerates globally.

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