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TSMC posted record revenue of $40 billion, but investor concerns over AI spending caused its stock to fall 4%.
Taiwan Semiconductor Manufacturing Company (TSMC) has acknowledged that inflation is increasing manufacturing costs and has not ruled out raising chip prices. CFO Wendell Huang emphasized the company's commitment to reflecting its value while avoiding sudden, drastic increases.
Google has ordered over three million AI chips from Intel for 2028, while Nvidia is testing Intel's manufacturing technology for its upcoming Feynman architecture, as TSMC struggles to meet AI chip demand.
Taiwan Semiconductor Manufacturing Company (TSMC) is struggling to meet the surging global demand for AI chips, even with its recent U.S. factory investments. The company's CEO acknowledged the strain, highlighting the growing bottleneck in the global chip supply chain as artificial intelligence drives massive increases in semiconductor demand.
Nvidia's annual spending in Taiwan has surged from $15 billion to $150 billion, driven by the explosive growth of the AI industry and its reliance on TSMC for advanced chip manufacturing.
By 2027, TSMC's N3 production capacity could be dominated by AI chips, with smartphones becoming a buffer for overflow demand. This shift reflects the growing dominance of artificial intelligence in the semiconductor industry.
