Here’s Why Taiwan Semiconductor Manufacturing Holds the Keys to AI’s Explosive Growth
Yahoo Finance·2026-01-03 15:10
Quick Read Taiwan Semiconductor Manufacturing (TSM) controls advanced packaging capacity that determines which AI chipmakers can scale production. Google reportedly cut its 2026 TPU production target from 4 million to 3 million units due to limited access to Taiwan Semiconductor’s CoWoS packaging. Nvidia secured over half of Taiwan Semiconductor’s CoWoS capacity through 2027. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize th ...