They aren't running at full capacity on AI chips though - TSMC's main customer is iPhones as far as I know. So you could take away production time for them, tho

They aren't running at full capacity on AI chips though - TSMC's main customer is iPhones as far as I know. So you could take away production time for them, though it's still zero-summy. But TSMC is building new leading edge fabs right now.