TSMC Says 'No More' To Nvidia: Why That Is Intel's Golden Ticket

The AI boom just hit a constraint investors don't talk about enough: you can't ship what you can't build. Demand for AI chips is still surging, but the world's leading foundry, Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), or TSMC, is starting to run out of room.That matters — because when supply, not demand, becomes the bottleneck, the entire power structure of the AI trade begins to shift.When The Kingmaker Runs Out Of CapacityAccording to a report first published by The Information, TSMC has told ...