Investment bank Goldman Sachs is optimistic that the Taiwan Semiconductor Manufacturing Company (TSMC) stands to face strong AI demand in the future due to easing constraints in the downstream supply chain. While TSMC is responsible for manufacturing advanced AI processors, server manufacturers downstream of the supply chain are eventually responsible for shipping final products. On this front, Goldman holds the view that downstream server yields have improved, which reduces the risk of a slowdown in TSMC's chip orders. However, the bank believes that the Taiwanese firm's 2026 capital expenditure might be lower than market estimates due to a slowdown in […]
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