[bilekas]

You can afford to take a hit off your profits when you can simply ramp up production for retail sales. Looks great too for shareholders.

[KeplerBoy]

They can't just ramp up production though. Isn't TSMC booked for years by them, Apple, Intel and AMD?

[doctorpangloss]

Nobody really knows. It certainly suits them for everyone to believe there is some secular reason, some supply crunch, it even suits AMD and Intel.

Presumably all the chip supply issues regarding autos have been resolved, and yet prices have risen 30% in a decade, and there’s no reversal.

[blackoil]

We know OpenAI and Azure was struggling to get enough GPU. That was implied not just by their words but also by action. And considering these two companies are most aggressive and making most money out of this AI. If GPUs are available they would have been able to buy it.