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TSMC sees AI chip output constraints lasting 1.5 years

Advanced chip packaging will be 'paradigm shift' for semiconductor industry

Executives from TSMC, Lam Research, Tokyo Electron and other major chip industry players attended the SEMICON Taiwan industry event in Taipei on Sept. 6. (Photo by Cheng Ting-Fang )

TAIPEI -- Supply constraints on AI chips will take about 18 months to ease, the world's largest contract chipmaker said on Wednesday, as companies continue to snap up the advanced processors needed to power generative artificial intelligence applications like ChatGPT.

Taiwan Semiconductor Manufacturing Co. Chairman Mark Liu said the squeeze on AI chip supplies is "temporary" and could be alleviated by the end of 2024.

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