TSMC resumes production at Japan fab after 7.1 earthquake

TSMC said it has resumed production at its Japanese fab following a 7.1 magnitude earthquake. The company confirmed all employees on site were evacuated during the event and have since been accounted for.

Why it matters: TSMC's fabs are the bottleneck for the world's most advanced AI chips, so even a brief disruption ripples through Nvidia, AMD, and other GPU supply chains. A fast resumption limits the risk of the incident adding further strain to an already tight AI compute supply.