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TSMC
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TSMC CEO Optimistic on Sustained AI Chip Demand
TSMC is working hard to meet surging demand for advanced chips driven by AI adoption across consumer, enterprise, and sovereign applications, with no signs of easing.
TSMC Raises 2026 Revenue Forecast on AI Chip Demand
TSMC lifted its full-year revenue growth outlook to more than 30% and committed to the high end of its $52-56 billion capex guidance, citing insatiable demand for advanced AI chips from clients including Nvidia.
TSMC Strives to Meet Surging AI Chip Demand
TSMC CEO said the company is working hard to avoid becoming a supply chain bottleneck amid relentless AI boom, with plans to boost capex significantly in 2026.
TSMC Details Heavy Capex and Bond Plans
Taiwan Semiconductor Manufacturing Co. outlined significant capital expenditures, bond issuance, and share capital reduction plans for May 2026, underscoring ongoing AI infrastructure investments.
TSMC CEO Upbeat on AI Chip Demand Outlook
TSMC is striving to meet surging AI-driven demand across consumer, enterprise and sovereign applications without becoming a supply chain bottleneck. CEO comments highlight ongoing adoption of AI models and R&D on High-NA EUV tools from ASML.
TSMC Upbeat on Sustained AI Chip Demand
TSMC's boss expressed confidence in long-term growth driven by increasing AI model adoption across consumer, enterprise, and sovereign applications. The company continues working to meet strong chip demand from AI boom.
TSMC CEO Bullish on Sustained AI Chip Demand
TSMC continues to see increasing adoption of AI models across consumer, enterprise and sovereign applications driving strong demand for its chips, with the company working to meet orders.
TSMC CEO Highlights Strong AI Demand Outlook
TSMC is working hard to meet surging AI chip demand from customers including Nvidia, with no signs of easing in the boom. The company is monitoring supply chain impacts while advancing High-NA EUV technology.
TSMC CEO Upbeat on Sustained AI Chip Demand
TSMC's CEO stated the company is working hard to meet strong customer demand for AI chips with no signs of easing, while monitoring geopolitical factors and advancing High-NA EUV R&D.
TSMC Upbeat on Sustained AI Chip Demand
TSMC's boss expressed confidence in growth driven by increasing AI model adoption across consumer, enterprise, and sovereign applications, with no signs of easing demand.
TSMC CEO Highlights Talent and Water Shortages in Taiwan
TSMC's head stated that the company most lacks talent and is also concerned about water shortages amid its dominance in advanced chip manufacturing. The comments come as TSMC invests heavily in capacity to meet AI-driven demand while keeping most production in Taiwan.
TSMC Optimistic on AI Chip Demand Amid Capacity Push
TSMC executives expressed confidence in sustained AI-driven demand and are working to increase production capacity while considering price hikes.
TSMC CEO Warns AI Chip Supply Shortage to Persist for Years
TSMC's C.C. Wei stated global chip supply will not meet AI-driven demand for years despite securing ASML high-end equipment, emphasizing efficiency improvements.
TSMC Reports Strong AI-Driven Demand Outlook
TSMC executives expressed optimism on June 4 about sustained AI chip demand across consumer, enterprise, and sovereign applications, with the company investing heavily in U.S. capacity. The firm is working to meet growing orders without signs of easing.
TSMC CEO Upbeat on AI Chip Demand, Signals Potential Price Hikes
TSMC's CEO said on June 4 the firm is striving to meet relentless AI-driven chip demand without becoming a supply chain bottleneck and would 'like to' raise prices. The comments highlight sustained semiconductor growth amid the AI boom.
TSMC Bullish on AI Chip Demand Outlook
TSMC executives highlighted increasing adoption of AI models across consumer, enterprise, and sovereign applications driving demand, with the company investing $165 billion in U.S. factories and continuing R&D on advanced High-NA EUV tools.
TSMC CEO upbeat on AI demand, eyes potential price hikes
TSMC CEO C.C. Wei said on June 4 the company is working hard to meet relentless AI chip demand and would 'like' to raise prices while monitoring supply chain impacts. The comments highlight continued strong outlook for the world's largest contract chipmaker amid the AI boom.
TSMC CEO bullish on AI demand, eyes potential chip price hikes
TSMC's CEO C.C. Wei expressed strong confidence in multi-year AI-driven growth at the company's June 3 shareholders' meeting, noting robust customer demand for advanced semiconductors while monitoring component costs. Wei indicated the firm would 'like' to raise chip prices amid sustained AI boom.
TSM Updates Semiconductor Forecast to $1.5T by 2030
TSMC revised its long-term outlook, projecting the global chip market could surpass $1.5 trillion by 2030 with AI and high-performance computing contributing significantly. Shares trade at $404.52, reflecting a 0.65% decline over the past day amid neutral sentiment. The update provides context on industry trends while highlighting inherent uncertainties.
TSMC raises long-term chip market forecast to $1.5T by 2030 on AI demand
TSMC updated its outlook, projecting the global semiconductor market will exceed $1.5 trillion by 2030, with AI/HPC driving 55% of growth.
