AI Index / Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited (TSM)
TSMC enables progress in AI by pioneering everything from process technologies and advanced packaging solutions like CoWoS to high performance computing to meet the surging demand for AI accelerators.
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In 2025, we observed robust AI-related demand throughout the whole year, while non-AI end market segment bottomed out and saw a mild recovery.
- C.C. Wei
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
Recent development in the AI market continue to be very positive. Revenue from AI accelerator accounted for high teens percent of our total revenue in 2025.
- C.C. Wei
Our conviction in the multiyear AI megatrend remains strong, and we believe the demand for semiconductor will continue to be very fundamental.
- C.C. Wei
We forecast the Foundry 2.0 industry to grow 14% year-over-year in 2026, supported by robust AI-related demand.
- C.C. Wei
Based on our planning framework, we raised our forecast for the revenue growth from AI accelerator to approach a mid- to high 50s percent CAGR for the 5 years period from 2024 to 2029.
- C.C. Wei
As for PC or the smartphone, to tell the truth, we expect higher memory price. So we expect the unit growth will be very minimal. But for TSMC, we did not feel our customer change their behavior. And we look at it and then we found out that we supply most of the high-end smartphones. The high-end smartphone is less sensitive to the memory price. So the demand is still strong.
- C.C. Wei