AI boom strains Taiwan’s SMC capacity, opens door for Samsung in chip race
A surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company (TSMC)’s production capacity, creating a rare window of opportunity for Samsung Electronics to gain ground in the advanced chip race, reports Korea Herald.
Citing Industry sources, the Korea Herald noted that TSMC, the world’s largest contract chipmaker, has been grappling with tight capacity as orders for high-performance AI semiconductors from major tech firms continue to soar. Executives and analysts warn that supply constraints are likely to persist through 2026, despite aggressive expansion plans.
