TENET RESEARCH(@tenet_research):$NVDA $AMD $TSM - TSM CHIP TOOL NEEDS NEARLY DOUBLE AS AI DEMAND SURGES TSMC says its estimate for quarterly chipmaking-equipment purchases is now ~1.9x what it projected in December as it races to add capacity for AI demand. ▶️ The company is currently building and outfitting about 20 factories globally, versus a typical pace of just 4-5 at once, while also dealing with a shortage of experienced construction workers in Taiwan. ▶️ TSMC says customers including NVIDIA and AMD continue raising orders, and despite expanding at 4-5x its normal pace, it still can’t fully meet demand.

2026.09.02 11:15

$NVDA $AMD $TSM - TSM CHIP TOOL NEEDS NEARLY DOUBLE AS AI DEMAND SURGES TSMC says its estimate for quarterly chipmaking-equipment purchases is now ~1.9x what it projected in December as it races to add capacity for AI demand. ▶️ The company is currently building and outfitting about 20 factories globally, versus a typical pace of just 4-5 at once, while also dealing with a shortage of experienced construction workers in Taiwan. ▶️ TSMC says customers including NVIDIA and AMD continue raising orders, and despite expanding at 4-5x its normal pace, it still can’t fully meet demand.