Up to a point, TSMC could replicate or increase the throughput of its fabs if demand increased systematically, which is plausible as ASIC designs become more co

Up to a point, TSMC could replicate or increase the throughput of its fabs if demand increased systematically, which is plausible as ASIC designs become more common. Solving the current problems of a company like OpenAI requires only a very small fraction of time on the fab compared to the time Apple needs to produce a billion chips for phones, iPads, laptops, or the time that NVidia needs for printing GPUs, so it probably these small additions by newcomers do not yet warrant rapid expansion of the latest fabs of TSMC. I hope that TSMC are planning for it anyways.