CEO C.C. Wei informed shareholders that TSMC is struggling to satisfy the surging demand for artificial intelligence chips. He stated that the rapid growth of AI has strained the global supply chain. Wei warned it could take years for the supply of advanced semiconductors to catch up with market needs.
Wei signaled potential price increases to protect profit margins as production costs rise. He emphasized that TSMC will avoid abrupt price hikes, distinguishing its strategy from the volatile pricing seen in the memory chip industry. The company remains optimistic about long-term AI growth driving demand for its advanced technology.