TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

This story is from 2026-10-15. It is preserved in the archive; the latest stories are on the live feed.

TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.

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2026-10-15 15:04 · CNBC Technology
TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

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