Anthropic Flags TSMC Dependence As Risk To AI Business

Anthropic warns that its reliance on Taiwan Semiconductor Manufacturing Company (TSMC) poses a supply risk due to geopolitical tensions, manufacturing constraints, and potential memory shortages, which could disrupt access to the computing infrastructure needed for AI development and deployment. The company highlights that limited alternative chip production outside Taiwan and rising computing costs further threaten its ability to scale AI models.

This Wire brief sits within Fusion42's coverage of AI Infrastructure, and 4 sources have reported it between 26 Oct 2026 and 27 Oct 2026.