TSMC CEO: AI Chip Demand to Outstrip Supply for Years

The CEO of Taiwan Semiconductor Manufacturing Co. (TSMC) stated that demand for artificial intelligence (AI) chips will continue to exceed supply in the coming years. The company's top executive indicated that growth in the AI sector is straining chip production capacity and that this imbalance will not be resolved in the short term. The CEO explained that TSMC's current production lines are insufficient to meet the strong demand for AI chips, prompting the company to accelerate investments to expand capacity. It was emphasized that chips produced using advanced 3-nanometer and 5-nanometer processes are particularly critical for AI applications. TSMC continues its plans to build new factories to mitigate the effects of the global chip shortage. The company aims to diversify supply by establishing production facilities in countries such as the United States, Japan, and Germany. However, the CEO noted that these investments will take time to yield results and expects demand to remain strong over the next few years. This surge in AI chip demand is also positively impacting TSMC's revenues. The company reported that the share of revenue from AI-related products in total revenue increased in the last quarter. Experts point out that TSMC's leading position in this field makes it one of the companies that benefits the most from growth in the sector. This is not investment advice.