TSMC: The AI Silicon Shortage Is About To Get Worse

TSMC: The AI Silicon Shortage Is About To Get Worse Doug Collins 169 Followers Comments Summary TSMC is the critical bottleneck in the AI semiconductor supply chain, with 2nm and 3nm capacity fully sold out into 2027 and beyond. TSM’s advanced node and CoWoS packaging capacity are running at or above 100% utilization, with demand outstripping supply despite aggressive expansion. TSM trades at a significant valuation discount (10x FY27E EPS) versus peers, despite superior growth, margins, and multi-year visibility on AI-driven demand. I expect an upward revision to TSM’s 2026 revenue guidance and stable margins; Taiwan geopolitical risk remains the…