According to Elon during his recent Dwarkesh podcast appearance[1], TSMC is limited by resource constraints (fab components, contractors, etc). His claim is that TSMC is building as fast as they can and they are unable to meet industry demand.

Seems legit to me. Nonetheless, I think it's a solvable problem.

1. https://www.youtube.com/watch?v=BYXbuik3dgA

If this is actually true, I think you can find a more reliable source than Elon Musk.

I'm not saying you should never listen to a word he says. His actions shape the world after all, so it's important to understand how his words precede his behavior. But I'm baffled why anyone would take Elon at his word, or even slightly hedge their perception of reality based on Elon's claims of fact.