TSMC's fabs are so in demand, they're sold out even before they've been built

TSMC is sold out until 2028.
Engadget

OpenAI's recent chip deals heap more pressure on TSMC

Image of TSMC's Fab2 building in Taiwan with the TSMC logo in front of its entrance (Taiwan Semiconductor Manufacturing Co. Ltd.) In recent weeks, OpenAI has signed blockbuster deals with AMD and ...
The New York Times

18,000 Reasons It’s So Hard to Build a Chip Factory in America

The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects in the United States. Supported by The transformation of Phoenix into a ...
AOL

Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Tesla, Inc. isn't just choosing a chip supplier. It's choosing where its future lives. By tapping Samsung's new Texas fab to produce next-gen AI chips, Elon Musk is making a move that looks less about ...