TSMC Senior Vice President of Business Development Kevin Zhang announced that surging electricity demand from artificial intelligence makes energy efficiency the primary constraint for chip development.
This shift moves the industry focus away from pure computing power. Zhang delivered these remarks at a conference in Amsterdam.
Rising electricity costs and limited availability drive this pivot. Customers across all sectors, from smartphones to large-scale AI data centers, demand these energy-efficient solutions.
Increasing transistor density is no longer sufficient.
TSMC now targets advanced packaging and chip stacking to boost efficiency. The company expects its future chip generations to deliver significant power savings.