[robinwhg]

I believe the TSMC CEO said that in a recent interview. They're aware that their now biggest customer Nvidia has a less broad product portfolio than Apple and the high volumes they buy propably won't last. It's too much of a risk to plan more Fabs based on that.

[runjake]

They are indeed planning for more fabs, in order to meet volumes.

Last week: “TSMC's board approves $45 billion spending package on new fabs”

https://www.tomshardware.com/tech-industry/semiconductors/ts...

[aurareturn]

Silicon Valley is arguing that TSMC isn't investing enough. They should be investing hundreds of billions to build fabs, like how big tech is investing in the AI buildout.

$45 billion for new fabs is peanuts compared to Amazon's $200b and Google's $180b investment in 2026.

Can't really blame TSMC though. It takes years for fabs to go from plan to first wafer. By the time new fabs go online, demand might not be there. Who knows?