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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Our conviction in the multiyear AI megatrend remains high, and we believe the demand for semiconductors will continue to be very fundamental.
- C.C. Wei
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
Supported by our robust technology differentiation and broad customer base, we maintain strong confidence for our full year 2026 revenue to now grow by above 30% in U.S. dollar terms.
- C.C. Wei
Having said that, AI-related demand continues to be extremely robust. The shift from generative AI and the query mode to agentic AI and command and action mode is leading to another step-up in the amount of tokens being consumed.
- C.C. Wei
Based on our assessment, to meet the strong demand in AI application, we are stepping up our CapEx investment to increase our N3 capacity.
- C.C. Wei
We have a strong conviction in the AI megatrend. So we expect the CapEx in the next few years, in the next 3 years, will be significantly higher than the past 3 years.
- Wendell Huang
Based on our assessment, to meet the strong demand in AI application, we are stepping up our CapEx investment to increase our N3 capacity.
- C.C. Wei
To share with you, all the high-end smartphones continue to do better, and this is to TSMC's advantage.
- C.C. Wei