TSMC talked AI demand, TeraFab, ASML tools, Memory woes, more at its annual shareholder meeting on Thursday (June 4), via media reports: Thread 1/9
AI demand and TSMC outlookTSMC Chairman & CEO C.C. Wei: The speed AI has grown caught everyone off guard. Even Nvidia CEO Jensen Huang “didn’t know” it would happen this fastRapid growth has made capacity planning difficult. TSMC is expanding as fast as it can to ease supply shortages, and feels the pressure of falling short.AI adoption is spreading across consumer, enterprise and sovereign AI“We have strong confidence in the next few years,” he said, and TSMC will continue to grow. He continues to see “strong demand for advanced semiconductors” and reiterated full year guidance for revenue growth over 30%.Source: Dan Nystedt
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