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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We concluded our second quarter with revenue of USD 30.1 billion, above our guidance in U.S. dollar terms, mainly due to continued robust AI and HPC-related demand.
- C.C. Wei
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Quotes from tsmc Executives About Artificial Intelligence and Generative AI
Recent developments are also positive to AI's long-term demand outlook. The explosive growth in token volume demonstrate increasing AI model usage and adoption, which means more and more computation is needed, leading to more leading-edge silicon demand.
- C.C. Wei
We also see AI demand continuing to be strong, including the rising demand from sovereign AI.
- C.C. Wei
The demand from the AI getting stronger and stronger, if you pay attention to what -- for trading companies, the CEO said. And so the megatrend for the AI continues to be strong and so is the CoWoS.
- C.C. Wei
And in fact, N5 also very tight. The demand is high because a lot of AI products still in the 4-nanometer technology node, and they will transition to 3-nanometer probably in next 2 years.
- C.C. Wei
The demand on 3-nanometer, actually on 5-nanometer, 3-nanometer and the future 2-nanometer are very high. And we did not see this kind of strong demand for a long time, but will be enough to support them, I still want to use my word, say that we try very hard to narrow the gap.
- C.C. Wei