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TSMC CEO predicts AI chip shortage through 2025

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TSMC CEO C.C. Wei predicts the AI chip shortage may continue until 2025 or 2026, as the company strives to balance supply and demand. Amidst high customer demand, TSMC is doubling efforts to expand CoWoS packaging capacity and pushing for overseas expansion with new plants in Arizona and Kumamoto. Despite comments by Donald Trump affecting TSMC's stock prices, Wei confirms no change in strategy.

  • TSMC CEO foresees AI chip shortage till at least 2025
  • CoWoS packaging capacity is the current bottleneck
  • TSMC plans to double CoWoS capacity in the near future
  • Expansion in Arizona and Kumamoto continues
  • Trump's remarks impact TSMC's NYSE shares