The #AIsilicon #shortage is intensifying, with #TSMC’s #N3wafer capacity being the most significant constraint. The surge in AI compute demand is #overwhelming available #supply. This shortage is forcing #hyperscalers to prioritise #AIinfrastructure over consumer electronics, potentially leading to a shift in foundry partnerships and impacting smartphone production. https://newsletter.semianalysis.com/p/the-great-ai-silicon-shortage?eicker.news #tech #media #news