# TSMC says AI chip demand outpaces its wafer capacity

> Nvidia, Apple and others are scrambling for limited space on TSMC's factories as the foundry reports record profit and a 58% revenue jump forecast.

Oossa · 2026-10-15 · https://oossa.com/en/tsmc-says-ai-chip-demand-outpaces-its-wafer-capacity

Taiwan Semiconductor Manufacturing Co. (TSMC) announced record profit for a sixth straight quarter and expects fourth‑quarter revenue to be 58% higher than a year ago. The company said demand from AI customers like Nvidia, AMD, Broadcom, Apple and OpenAI is so strong it can’t fill all wafer orders. Analysts warn that if the current pace of compute growth continues for the next 12‑18 months, the shortage could choke the AI industry’s big spending plans.

## The facts

- TSMC expects Q4 revenue 58% higher than a year earlier – reported Oct 15, 2026.
- Analyst Jordan Klein says capacity constraints could threaten AI companies’ aggressive revenue targets if growth continues for 12‑18 months.

## Why it matters

AI firms may face delays in launching new processors, slowing the rollout of next‑gen services that rely on those chips.

## Sources & references

1. [TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter](https://www.cnbc.com/2026/10/15/nvidia-apple-broadcom-in-fierce-battle-to-make-chips-at-tsmc.html) – CNBC, 2026-10-15

Last updated: 2026-10-15