TSMC isn’t just riding the AI wave anymore. It’s steering it toward the physical world.
In a June 4, 2026 communication to shareholders, TSMC Chairman and CEO C.C. Wei laid out the company’s long-term growth thesis: autonomous vehicles and robotics represent the next frontier for semiconductor demand, and TSMC is positioned to capture nearly all of it.
The numbers back up the confidence. TSMC currently produces approximately 95% of the world’s robotics chips, many designed in collaboration with Nvidia and AMD.
The 30% growth machine
Wei projected a sustained annual revenue growth rate of 30% into 2026, with no expected slowdown in capital expenditure.
