TSMC Warns AI Demand Will Outstrip Chip Supply for Years, Keeps 30%-Plus Growth Forecast
Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker, said AI demand has accelerated faster than the industry expected, leaving shortages everywhere across the supply chain and keeping chip supply short of AI-driven demand for years. Chairman and Chief Executive Officer C.C. Wei reiterated a forecast for 30%-plus revenue growth this year, saying adoption is spreading across consumer, enterprise and sovereign AI and that TSMC is expanding capacity as quickly as it can.
Wei said TSMC’s visibility extends to 2030, but it will take a very long time for fabs in the US to fully satisfy American customers. The company has bought ASML’s High-NA EUV lithography tools, though they haven’t been deployed for mass production because of cost, and it expects volumes from its CoPoS advanced-packaging pilot line to become significant in roughly two to three years.
From the sources (25 posts)
@firstsquawkContinued expansion in AI model usage is being observed across consumer, enterprise, and sovereign AI sectors, TSMC CEO says.
@firstsquawkTSMC CEO says the ongoing AI trend is underpinning strong market demand for cutting-edge semiconductors.
@firstsquawkTSMC’s chief executive says High-NA EUV equipment is being used for research purposes, while existing production needs do not justify the technology’s cost.
@firstsquawkTSMC’s chief executive says efforts are underway to improve the cost-effectiveness of High-NA EUV ahead of commercial manufacturing use.
@firstsquawkTSMC’s chief executive confirms the purchase of High-NA EUV equipment, while withholding details on the quantity.
@firstsquawkTaiwan continues to be TSMC’s most effective and efficient production hub, according to the CEO.
@firstsquawkTSMC has established a pilot line for CoPoS advanced packaging technology and expects meaningful volume growth in two to three years, the CEO says.
@jukan05>> TSMC’s C.C. Wei: Company still expects full-year revenue growth of more than 30% this year • At the shareholders’ meeting, Chairman C.C. Wei said that AI demand is evolving from generative AI and Q&A-focused models toward agentic AI and
@businessTSMC CEO C.C. Wei says the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm
@jukan05• TSMC’s CEO stated that the company’s CoPoS advanced packaging technology is already operating on a pilot production line, and production volume is expected to increase significantly over the next two to three years. • He also explained t
@firstsquawkTSMC’s chief executive says it welcomes competition from any region or player.
@yoolimleenewsRT @business: TSMC CEO C.C. Wei says the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining rev…
@firstsquawkTSMC believes its two Arizona land parcels will meet its needs for the next decade, the CEO says.
@firstsquawkTaiwan’s competitive position will be difficult to challenge, the TSMC CEO says.
@rtodiRT @jukan05: >> TSMC’s C.C. Wei: Company still expects full-year revenue growth of more than 30% this year • At the shareholders’ meeting,…
@dnystedtRT @business: TSMC CEO C.C. Wei says the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining rev…
@jukan05TSMC CEO: Korea will not be able to replicate TSMC’s business model in the short term. • TSMC said it has no plans to pursue sudden and sharp price hikes. He said TSMC is doing its best not to become a bottleneck in the supply chain, while
@reutersTSMC boss bets big on AI growth, says he'd 'like' to hike chip prices
@thetranscript_$TSM TSMC CEO C.C. Wei: "It will be a long time before we can meet customer demand."
@thetranscript_$TSM TSMC CEO C.C. Wei on raising prices: "I'd like to do that ... we still need to make money....We don't want to suddenly raise prices like memory companies do. That's not sustainable. TSMC is focused on long-term, sustainable operations
@thetranscript_$TSM TSMC CEO: "We are working very hard to build production lines in the U.S., but it is still not enough, far from enough...Our customers and their customers continue to give us a very positive outlook on AI,...We remain confident in the
@thetranscript_$TSM TSMC CEO doesn't seem worried of @elonmusk's potential chip fab "I wish him the best....We have never lacked competitors over the past nearly 40 years. We have always been a winner, and that will continue in the future."
@reutersTaiwan's TSMC, the world's largest contract chipmaker, is riding an AI boom that is driving robust demand for computing power and advanced semiconductor chips, its CEO said, adding it will take a 'very long time' to fully meet US production
@techmemeTSMC CEO C.C. Wei says the company won't be able to fulfill demand led by US customers even as more capacity comes online in the US over the next few years (@debbywuintaipei / Bloomberg) (Visit Techmeme dot com for the link and full contex
@zephyr_z9"TSMC is doing its best not to become a bottleneck in the supply chain" 🧢🧢🧢 Google wouldn't use EMIB or Apple, and others would be diversifying to Intel/Samsung if enough CoWoS and 2nm/3nm capacity existed