TSMC can't make chips for everyone, and competition is 'extremely fierce'

Soaring AI demand is constraining capacity at Taiwan Semiconductor, threatening to slow the AI buildout. Tech giants Nvidia, Apple, AMD and Broadcom are locked in an "extremely fierce" battle for space on TSMC factory lines. That's made the one man in charge of TSMC wafer allocation "the most popular person on the planet” and created a rich opportunity for Intel, as customers look to the foundry arm of the U.S. chip manufacturer for an alternate source. CNBC visited a TSMC event to learn more.