人工智能供应链：台积电展望、ASIC 最新动态、OCP 对 AI 半导体的影响- Technology-AI Supply Chain TSMC outlook, ASIC updates, OCP implication for AI Semis

October 20, 2025 08:00 PM GMT Asia-Pacific Technology | Asia Pacific AI Supply Chain: TSMC outlook, ASIC updates, OCP implication for AI Semis 2026 looks like being another strong year for AI semis, but a bottleneck could come from niche memory and/or server racks, not TSMC's capacity. TSMC commented "AI demand is stronger than we thought 3 months ago": At its recent earnings call, TSMC said it continues to work hard to "narrow the gap" between demand and supply (both CoWoS and wafer front-end capacity). On ...