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TSMC Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
C.C. Wei said capacity limits mean it will take a very long time to fully meet U.S. AI chip demand through domestic production.
- On Thursday, TSMC CEO Wei addressed the annual shareholders' meeting in Hsinchu, Taiwan, noting that customers remain positive about artificial intelligence despite rising component costs.
- TSMC is considering raising prices for advanced 3nm chips by 15% in the second half of 2026, with a further 10% increase potentially planned for 2027 to address demand.
- Focusing on energy efficiency, the company aims to achieve 30% power savings to combat the AI energy crisis amid rising electricity demand from artificial intelligence.
- Benzinga's Edge Rankings place TSMC in the 97th percentile for quality and the 92nd percentile for growth, though the stock fell 2.24% on Wednesday to close at $436.69.
- Management noted that fully satisfying U.S. customers through domestic production will take a "very long time" due to capacity constraints, limiting near-term expansion despite the AI boom.
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TSMC Bets on AI Boom as CEO Signals Potential Chip Price Hikes
Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, remains highly optimistic about its future growth as demand for artificial intelligence technologies continues to surge worldwide. Speaking at the company’s annual shareholder meeting in Hsinchu on Thursday, TSMC Chief Executive Officer C.C. Wei said the rapid expansion of AI applications is creating strong and […] The post TSMC Bets on AI Boom as CEO Sign…
Global demand for chips needed to run artificial intelligence (AI) applications exceeds what manufacturers can supply. This was stated by C.C. Wei, CEO of Taiwanese chip group TSMC, on Thursday at the annual shareholders' meeting in Hsinchu.
Coverage Details
Total News Sources22
Leaning Left1Leaning Right4Center2Last UpdatedBias Distribution57% Right
Bias Distribution
- 57% of the sources lean Right
57% Right
14%
C 29%
R 57%
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