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 business was impacted by smartphone seasonality, partially offset by continued growth in AI-related demand.
- Wendell Huang
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
We continue to observe robust AI-related demand from our customers throughout 2025. We reaffirm our revenue from AI accelerators to double in 2025.
- C.C. Wei
The AI accelerators will define as AI GPU, AI ASIC and HBM controllers for AI training and inference in the data center.
- C.C. Wei
...we are also working hard to double our CoWoS capacity in 2025 to support journeys.
- C.C. Wei
...these developments only serve to strengthen our conviction in the long-term growth opportunities from the industry megatrend of 5G, AI and HPC.
- C.C. Wei
...our revenue growth from AI accelerators will approach a mid-40s percentage CAGR for the next five years period starting from 2024.
- C.C. Wei