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Advanced semiconductor manufacturing runs against a hard physical constraint: a leading-edge fab takes years to plan, permit, equip, and qualify before the first production wafer ships.
That lag between investment decision and capacity availability is exactly where AI chip demand is now pressing.
TSMC's chief financial officer, Wendell Huang, told CNBC in an exclusive interview that the company is accelerating its Arizona factory buildout, citing what he called an AI 'megatrend' and strong customer demand as the reasons.
The mechanism behind the acceleration Fabricating the processors that underpin AI workloads requires manufacturing at the leading edge of process technology, where only a handful of facilities worldwide can operate.
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