TSMC Struggles to Meet AI Chip Demand Amid Trade Uncertainties
TSMC, the world’s leading semiconductor manufacturer, is grappling with surging demand for AI chips despite geopolitical headwinds. CEO C.C. Wei acknowledged trade tensions during the Hsinchu shareholders meeting, noting tariffs could indirectly affect demand through price inflation. "AI demand consistently outpaces supply," Wei stated, emphasizing TSMC’s commitment to deliver for clients like Apple and Nvidia.
The chipmaker maintains its bullish 2024 outlook fueled by AI applications, though production struggles persist. Wei dismissed rumors of UAE expansion plans but confirmed compliance with U.S. export controls regarding Chinese clients. TSMC continues navigating complex U.S.-Taiwan-China dynamics while racing to scale advanced chip production.
