TSMC bars capacity resale, aims to leave no AI money on the table

DIGITIMESOctober 15, 2026en

TSMC will not let customers sublease or auction off their wafer capacity allocations, chairman C.C. Wei said during the company's October 15 earnings call. With AI chip demand still far outstripping supply, Wei said TSMC intends to leave no food on the table, making as much as it can, as fast as it can.

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