TSMC’s chairman and CEO C.C. Wei delivered a message to the global semiconductor industry on June 4 that was equal parts confidence and caution: Taiwan’s grip on advanced AI chip manufacturing isn’t loosening anytime soon, and anyone expecting otherwise should recalibrate their timelines.
Speaking to reporters after the company’s annual shareholder meeting in Hsinchu, Taiwan, Wei asserted that Taiwan holds a competitive edge in the AI industry that other countries will find extremely difficult to match.
The numbers behind the confidence
TSMC’s stock price tells part of the story. Shares reached T$2,425 as of June 3, 2026, up from T$950 just one year earlier. That’s roughly a 155% gain in twelve months.
The company has also committed a staggering $165 billion toward building advanced semiconductor capacity in the US, layering on top of a previous $65 billion pledge.
