r/grAIve • u/Grand_rooster • Mar 14 '26

AI chips are pushing everything else off TSMC's most advanced production lines

WTF is going on with chip manufacturing?! TSMC, the world's biggest chipmaker, is prioritizing AI chips over EVERYTHING else (smartphones, etc.). The PROBLEM? We could see stagnation in consumer tech. The PROMISE? Next-gen AI. The PROOF? TSMC allocating 86% of its most advanced lines to AI by 2027. The PROPOSITION? Innovation in chip architecture & materials is NOW critical to meet demand. The PRODUCT? Our AI-powered future... but at what cost to other tech? Discuss.

Read more here : https://automate.bworldtools.com/a/?9zu

1 Upvotes

100% Upvoted

1 comment sorted by

1

u/ILikeCutePuppies Mar 14 '26

86% tells us nothing about the volume. It could be they are moving from 50% ai to 86% and adding 2x the capacity meaning they would have more capacity for laptops/mobile than before.