Taiwan Semiconductor Manufacturing Co. Ltd.
C. Wei expressed confidence in the company’s long-term earnings potential as robust AI demand drives capacity expansion.
Advanced technologies at 7 nanometers and below generated 79% of wafer revenue. S.
Wei said AI demand is expanding beyond accelerators into CPUs and networking chips. Growing adoption of open-source AI models could also increase demand for advanced silicon.
Taiwan Semiconductor expects its second Arizona fab to begin production in the third quarter of 2027, slightly ahead of schedule. S.
”GlobalFoundries Deal Targets Back-End ShortageTaiwan Semiconductor also disclosed a back-end supply agreement with GlobalFoundries Inc. The increases would raise customers’ fabrication costs and could give rivals such as Samsung Electronics Co.
Ltd. (OTC:SSNLF) and Intel Corp.
