TSMC warns AI chip crunch will last another 18 months
I'd bet $50 in 18 months "the crunch" will still be in full swing (and Raspberry Pi will still be "bringing huge volumes to the market any week now").There is no way in hell all these expensive fabs will pay for themselves if chips are too cheap. So no one (especially not TSMC) will risk oversupply by building too many fabs.