TSMC Can Sidestep $1 Billion Apple Chip Glut by Rerouting Production Lines to AI, Taiwan Analyst Argues

Following a report that the Taiwan Semiconductor Manufacturing Company (TSMC) is sitting on a billion dollars' worth of inventory of Apple chips, an expert from Taiwan believes that the company can reallocate capacity to products that contribute more to its revenue. The rapid AI infrastructure buildout and the corresponding uptick in demand for the latest chips have led to a reshaping of TSMC's income statement, as most of the firm's revenue comes from high-performance computing chips. TSMC Can Navigate Apple Chip Buildup By Reallocating Production Lines, Says Expert Just as the AI race has reshaped NVIDIA's business from being a […]

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