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TSMC CEO says AI chip demand will outpace supply for years
C.C. Wei told shareholders the company is working hard to avoid becoming a bottleneck as AI demand overwhelms capacity across the supply chain
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asia.nikkei.com
Chipmaker SK Hynix to double wafer capacity in 5 years to meet AI demand
Chairman says memory chip supplies to remain tight until 2030 despite expansion
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tomshardware.com
SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030
Too little, too late to break the AI-driven memory crunch this decade.
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economictimes.indiatimes.com
TSMC boss upbeat on outlook as AI boom shows no sign of easing - The Economic Times
Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its customers continue to express a positive…
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TSMC 'not afraid of competition' as CEO wishes Elon Musk good luck on chips
Chipmaker says it will not raise prices like 'memory chip guys' amid AI demand surge
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nu.nl
Grootste chipproducent kan vraag naar AI-chips voorlopig niet bijbenen
Zelfs als chipconcern TSMC de productiecapaciteit opschaalt, kan het niet voldoen aan de wereldwijde vraag naar chips die nodig zijn om AI-toepassingen te laten draaien. Het kan…
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scmp.com
‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom
Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions.
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dailysabah.com
TSMC bets on further AI growth, signals interest in higher chip prices
Taiwan's semiconductor giant TSMC, the world's largest chip contractor, is confident about its growth over the next few years, thanks to robust...
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benzinga.com
After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Poten
TSMC CEO C.C. Wei signals possible chip price hikes as AI demand stays strong and production capacity remains tight.
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cryptobriefing.com
TSMC CEO sees strong growth in autonomous driving and robotics as chip demand expands
TSMC CEO C.C. Wei projects 30% annual revenue growth driven by autonomous driving and robotics, with the company producing 95% of the world's robotics
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TSMC prioritizes sustainable growth, avoids aggressive price hikes despite soaring AI chip demand
TSMC CEO C.C. Wei says the chipmaker prioritizes sustainable growth over aggressive price hikes, forecasting 30%-plus sales growth as AI chip demand
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TSMC CEO warns chip supply won't meet AI demand for years
TSMC CEO C.C. Wei warns chip supply will lag AI demand for years as advanced node capacity stays sold out through 2027, with major crypto implications.
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TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earnings - The Economic Times
Taiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US dollars in revenue and 54 billion US…
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TSMC CEO says Arizona land parcels will meet needs for next decade
TSMC CEO confirms two Arizona land parcels totaling over 2,000 acres will meet the chipmaker's US expansion needs for the next decade as AI demand surges.
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TSMC CEO C.C. Wei highlights Taiwan's strong AI advantage, calls it nearly impossible to challenge
TSMC CEO C.C. Wei says Taiwan's AI chip manufacturing dominance will be hard to challenge, as the company commits $165 billion to US expansion.
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theverge.com
TSMC struggles to keep up with AI demand: ‘We can only support so much’
Even TSMC is feeling the pressure.
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qz.com
TSMC CEO says AI chip demand will outpace supply for years
C.C. Wei told shareholders the company is working hard to avoid becoming a bottleneck as AI demand overwhelms capacity across the supply chain
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taipeitimes.com
Artificial intelligence companies warn of bottlenecks - Taipei Times
Bringing Taiwan to the World and the World to Taiwan
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TSMC says AI demand affecting supply - Taipei Times
Bringing Taiwan to the World and the World to Taiwan
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TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable,…
All this demand for AI chips is just too much for one company.
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TSMC CEO bets on AI growth, considers chip price hike
TSMC CEO C.C. Wei projects over 30% revenue growth in 2026 driven by AI demand and signals gradual chip price hikes of up to 15% on advanced 3nm nodes.