[throwworhtthrow]

> Did you listen to the conversation?

No, and I'm sorry for derailing your point. Thank you for the additional links. I skimmed them all but didn't see anyone corroborate the claim that TSMC is limited by its upstream component suppliers, rather than its own factory underinvestment in prior years. Am I misunderstanding, and those two things are the same?

[runjake]

If you dig deep into the links I posted, they are reportedly constrained by construction of fabs along with acquiring enough ASML machines.

But, you are certainly correct that factory underinvestment is likely the primary cause for being in this predicament.