TSMC Forecasts Sustained AI Chip Demand

The article discusses Taiwan Semiconductor Manufacturing Company's (TSMC) continued difficulties in meeting the surging demand for AI chips. TSMC's CEO, C.C. Wei, expressed concerns that despite increasing production capacity, the company would struggle to fulfill customer requests in the near future. In response to ongoing supply constraints, TSMC aims to grow its sales by over 30% this year, with an anticipated second-quarter revenue of $40 billion, up 26% year-over-year. The piece highlights TSMC's importance in producing advanced chips for major companies like Nvidia and Apple, and mentions the recent rise in TSM stock as investors react to these updates.

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Taiwan Semiconductor Manufacturing ( TSM) sees supply constraints continuing for leading-edge process nodes for the foreseeable future amid unrelenting AI chip demand. TSM stock rose on Thursday after the company's annual shareholders' meeting.

At the meeting, Chief Executive C.C. Wei said the contract chipmaker, better known as TSMC, won't be able to fulfill demand over the next few years, even as more manufacturing capacity comes online, Bloomberg reported.

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TSMC Forecasts Sustained AI Chip Demand

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