TSMC Is the Most Important Company in AI and It Has Zero AI Products

Every Nvidia GPU, every Apple chip, every AMD processor that powers the AI boom is manufactured by one company on one island. TSMC controls 92% of advanced semiconductor fabrication. The Arizona reshoring bet is years behind schedule. The AI industry's biggest risk isn't model capability — it's a 180-mile-wide strait.

By Maya Lin Chen, Product & Strategy · Mar 25, 2026

TSMC fabricates 92% of the world's advanced semiconductors and manufactures every Nvidia GPU powering the AI boom. The Arizona fab is behind schedule, Intel is not a real alternative, and the Taiwan Strait is the single biggest unpriced risk in AI. Here's the full picture.

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Topics: TSMC, Semiconductors, AI Infrastructure, Geopolitics, Supply Chain

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