TSMC has dominated the advanced semiconductor market for years, holding an effective monopoly on cutting-edge silicon production. The rise of artificial intelligence has exposed the vulnerability of this concentration, as surging demand for computing power has created dangerous supply chain bottlenecks.
Tech giants are now scrambling for alternatives. The dependence on a single supplier has become untenable, forcing companies like Apple, NVIDIA, and Qualcomm to secure secondary sources. One American contender is emerging as the clear frontrunner in this race, whilst its rivals struggle to gain traction.
