---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39959973.md"
description: "TSM's high-end chip capacity is insufficient. Even long-standing clients like Apple find it hard to secure orders, highlighting the tight supply of high-end chips. I said half a year ago that under the AI revolution: TSM's capacity shortage and supply chain security form the narrative for Intel's foundry business."
datetime: "2026-04-16T08:08:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39959973.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39959973.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39959973.md)
author: "[stallioN种马](https://longbridge.com/en/profiles/22554150.md)"
---

# TSM's high-end chip capacity is insufficient. Even…


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## Comments (1)

- **鸟枪换炮 · 2026-04-16T08:19:11.000Z**: Wall Street ghost stories, any logic can be explained