Nhu cầu thiết bị sản xuất chip của TSMC tăng gần gấp đôi vào năm 2026 amid sự mở rộng của AI

The ME News report, on September 2 (UTC+8), TSMC's Co-CEO Hou Yongqing stated that as the company expands capacity to meet artificial intelligence demand, its need for chip manufacturing equipment has nearly doubled compared to the end of last year. Hou noted that the company has raised its quarterly equipment procurement estimate to approximately 1.9 times the level forecast in December last year, further indicating surging demand from AI developers and massive global data center expansions driving up chip demand. TSMC is also currently facing a shortage of experienced construction workers, as it attempts to build and equip around 20 factories across Taiwan and overseas—an expansion scale unprecedented in the company’s history. Previously, TSMC typically advanced the construction of 4 to 5 new facilities simultaneously. Hou stated: “We are currently trying to catch up at nearly four to five times the previous pace, yet still cannot meet demand.” (Jinshi) (Source: ODAILY)