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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As the structural AI-related demand continues to be very strong, we continue to invest to support our customers' growth.
- Wendell Huang
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
We continue to observe robust AI-related demand throughout 2025, while non-AI end market segment have bottomed out and are seeing a mild recovery.
- C.C. Wei
Recent developments in AI market continue to be very positive. The explosive growth in token volume demonstrate the increasing consumer AI model adoption which means more and more computation is needed, leading to more leading-edge silicon demand.
- C.C. Wei
Companies such as TSMC, we are leveraging AI internally to drive greater productivity and efficiency to create more value. As such, enterprise AI is another source of demand.
- C.C. Wei
Our conviction in the AI megatrend is strengthening and we believe the demand for semiconductor will continue to be very fundamental. As a key enabler of AI applications, TSMC's biggest responsibility is to prepare the most advanced technologies and necessary capacity to support our customers' growth.
- C.C. Wei
In addition, as process technology complexity increases, the engagement lead time with customer is now at least 2 to 3 years in advance. Therefore, we probably get the deepest and widest look possible in the industry.
- C.C. Wei
In addition, we are preparing to upgrade our technologies faster to -- and to a more advanced process technologies in Arizona, given the strong AI-related demand from our customers.
- C.C. Wei