Wire · market
TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing
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Fusion42 · 22 July 2026 · Fusion42 review
TSMC's record profits mask a critical capacity crunch: demand for AI chips far exceeds supply, and Intel and Samsung are winning customers who have nowhere else to go. Apple is negotiating Intel as a second source, and Samsung is capturing deals from AMD and Alphabet.
This Wire brief sits within Fusion42's coverage of Semiconductors and AI Frontier Models.
◆ ◆ The Wire takeaway
If you're building AI infrastructure, you now have real leverage over TSMC for the first time in a decade: Apple is already shopping Intel, Samsung is taking AMD and Alphabet, and capacity won't catch demand until 2030. Call your fab partner this week and ask what second-source conversations they're having — if they're not having them, you should be.
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1 source · 22 Jul 2026
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