TSMC struggles to keep up with AI demand: ‘We can only support so much’

台积电难以满足人工智能需求：“我们能提供的支持有限”

The world’s biggest chipmaker says it could take a ‘very long time’ to fulfill customers’ needs with US-based production. 全球最大的芯片制造商表示，要通过美国本土生产来满足客户需求，可能需要“很长一段时间”。

Taiwan Semiconductor Manufacturing Co. — the world’s biggest semiconductor-maker — is struggling to meet demands from American customers even with its factory buildout in the US, according to reports from Reuters and Bloomberg. 据路透社和彭博社报道，全球最大的半导体制造商台积电（TSMC）即便正在美国扩建工厂，目前仍难以满足美国客户的需求。

“Customer demand is so high, and we can only support so much,” TSMC CEO C.C. Wei said after a shareholder meeting on Thursday, Reuters reports. “We are doing our best to ensure TSMC does not become a bottleneck.” 据路透社报道，台积电首席执行官魏哲家在周四的股东大会后表示：“客户需求非常高，但我们能提供的支持是有限的。我们正在尽最大努力，确保台积电不会成为（行业发展的）瓶颈。”

The surge in AI use has already put constraints on the memory industry, with the widespread shortage of RAM and NAND Flash memory expected to last for years. The AI boom is boosting the sale of semiconductors as well, which could become a $1 trillion industry by 2027, according to research from Deloitte. 人工智能应用的激增已经给存储行业带来了压力，RAM 和 NAND 闪存的普遍短缺预计将持续数年。德勤的研究显示，人工智能热潮也正在推动半导体销售，该行业到 2027 年规模可能达到 1 万亿美元。

While Wei said he’d “like” to raise TSMC’s prices, the company wouldn’t issue an abrupt increase like we’ve seen with DRAM and SSDs, as reported by Reuters. 据路透社报道，虽然魏哲家表示他“想要”提高台积电的价格，但公司不会像 DRAM 和 SSD 那样进行突发性的涨价。

Wei added it could take a “very long time” to fulfill its customers’ needs with US-based production, according to Reuters. TSMC has already opened a factory in Arizona and plans to invest $165 billion to build three additional plants in the US, alongside two advanced packaging facilities and a research and development center. 据路透社报道，魏哲家补充说，要通过美国本土生产来满足客户需求，可能需要“很长一段时间”。台积电已经在亚利桑那州开设了一家工厂，并计划投资 1650 亿美元在美国再建三座工厂，同时还将建设两座先进封装设施和一个研发中心。