Taiwan Semiconductor Manufacturing Company (TSMC), the largest contract chipmaker globally, is reporting strong demand for AI chips amid growing competition in the market. CEO CC Wei noted that TSMC delivers both GPUs and ASICs, benefiting from increased orders. The company recently experienced a 42% revenue rise, its fastest since 2022. While tariffs pose some concerns, they affect demand indirectly. Wei remains optimistic, expecting mid-20% revenue growth this year and a record profit, indicating resilience despite economic uncertainties and the rising Taiwan dollar's impact on margins.
"I look left and right, and no matter how I look at it, the orders are all from TSMC," Wei told local media.
"I am not afraid of anything. I am only afraid of the global economy slowing," he said.
"Tariffs have some impact on TSMC, but not directly. That's because tariffs are imposed on importers, not exporters," Wei said.
"Demand for AI chips has been robust and outpacing supply," he said.
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