TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing

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. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.