15-10-2026 15:15 via theregister.com

TSMC sends scouts to check whether America's datacenters can deliver

TSMC is dispatching personnel to check out US datacenter construction and power availability as it plans billions of dollars in additional chipmaking capacity. The Taiwanese chipmaking giant warned of pressure on consumer markets during its third-quarter earnings call, while maintaining that AI demand - at least for now - continues to outstrip supply. "Looking ahead, we continue to observe consumer and price-sensitive end market segments are being challenged due to the impact of rising component
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