$TSM just reported $16.3B in August revenue, up 53% YoY — a new monthly record. (Barron’s) And the bigger story is capacity. TSMC is working on roughly 20 fabs simultaneously, around 5× its historical pace, while demand for chipmaking equipment has surged. Yet demand is still outpacing supply. That tells you something important about the AI boom: The bottleneck isn’t just GPUs. It’s the entire semiconductor supply chain. As AI infrastructure keeps expanding, companies like $TSM are racing to build enough capacity to keep up.
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