---
title: "TSMC can't make chips fast enough, and rivals are pouncing"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293514070.md"
description: "Record profits, but more worries."
datetime: "2026-07-22T20:03:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293514070.md)
  - [en](https://longbridge.com/en/news/293514070.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293514070.md)
generator: "portal-rs"
---

# TSMC can't make chips fast enough, and rivals are pouncing

Record profits, but more worries.

### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
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## Related News & Research

- [TSMC to boost 2nm chip output 20% amid surging AI demand](https://longbridge.com/en/news/300398871.md)
- [The SOX Squeeze Just Got Real](https://longbridge.com/en/news/299811088.md)
- [Chip startup Efficient Computer raises $97 million at $650 million valuation](https://longbridge.com/en/news/300459747.md)
- [Samsung Electro-Mechanics to invest $4.9B in AI-chip substrates, including $1.8B for Vietnam](https://longbridge.com/en/news/300377534.md)
- [Constructor Capital portfolio firm Vitrealab advances laser-based AR light engine roadmap](https://longbridge.com/en/news/299875024.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**