Bullwhip at TSMC breaks the interweb

Bullwhip
Beer game
TSMC
Documentary
Youtube
Viral bullwhip video on youtube clocks up 200K views in 20 hours!
Published

February 2, 2026

The YouTube algorithm served up a really well thought out documentary on the bullwhip effect to me today. It was discussion the bullwhip effect in the AI chip supply chain, especially in relation to TSMC, the Taiwan based logic chip manufacturer. The video does a really good job at explaining the causes of the bullwhip effect, system dynamics and the beer game - demand variability, long lead times, forecasting issues, multiple supply chain echelons, capacity constraints, shortage gaming, limited number of suppliers. It will definitely become one of the videos I use in my teaching. I was very surprised to see the video has clocked up 200K views in the first 20 hours. You can watch the video here.