Latest news with #Wei
Yahoo
5 hours ago
- Business
- Yahoo
Taiwan Semiconductor Sees AI Chip Demand Outpacing Supply
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) edged up 1.6% as CEO C.C. Wei told shareholders that, despite U.S. tariffs, AI chip demand far outstrips supply and has not wavered. Wei explained tariffs hit importers, not exporters like Taiwan Semiconductor, so any impact is indirecthigher prices might eventually dampen demand, but AI demand remains very strong and is consistently outpacing supply. He noted no shifts in customer behavior amid tariff uncertainty and expects clarity in coming months. After reporting robust Q1 results in April, Taiwan Semiconductor reaffirmed it expects AI accelerator revenue to double in 2025. Addressing rumors of a Middle East fab, Wei confirmed the company has no plans to build in the UAE. Investors should care because Taiwan Semiconductor's ability to maintain steep pricing and expand AI capacity under tariff pressures underlines its dominance in the semiconductor ecosystemand that supply constraints, not policy, remain the primary limit on growth. With Taiwan Semiconductor guiding for doubled AI accelerator revenue this year, markets will watch capacity-expansion announcements and any future commentary on how tariffs ultimately filter down to customers' budgets. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
6 hours ago
- Business
- Yahoo
Taiwan Semiconductor Sees AI Chip Demand Outpacing Supply
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) edged up 1.6% as CEO C.C. Wei told shareholders that, despite U.S. tariffs, AI chip demand far outstrips supply and has not wavered. Wei explained tariffs hit importers, not exporters like Taiwan Semiconductor, so any impact is indirecthigher prices might eventually dampen demand, but AI demand remains very strong and is consistently outpacing supply. He noted no shifts in customer behavior amid tariff uncertainty and expects clarity in coming months. After reporting robust Q1 results in April, Taiwan Semiconductor reaffirmed it expects AI accelerator revenue to double in 2025. Addressing rumors of a Middle East fab, Wei confirmed the company has no plans to build in the UAE. Investors should care because Taiwan Semiconductor's ability to maintain steep pricing and expand AI capacity under tariff pressures underlines its dominance in the semiconductor ecosystemand that supply constraints, not policy, remain the primary limit on growth. With Taiwan Semiconductor guiding for doubled AI accelerator revenue this year, markets will watch capacity-expansion announcements and any future commentary on how tariffs ultimately filter down to customers' budgets. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 hours ago
- Business
- Yahoo
AI Demand Explodes--but TSMC Warns of Risks Investors Can't Ignore
TSMC (NYSE:TSM), the world's top chip foundry, is walking a tightropenavigating rising U.S. tariffs, political headwinds, and China's growing aggression toward Taiwan. But even with those risks looming, the company says it's still chasing down AI demand that refuses to cool off. At the annual shareholder meeting in Hsinchu, CEO C.C. Wei told investors that while tariffs could nudge prices higher and chip demand lower, TSMC hasn't seen customer orders drop off. In his words: AI demand has always been very strongand it's consistently outpacing supply. That surge in demand could be what's keeping the floor under TSMC's growth story. Wei doubled down on the chipmaker's bullish 2025 outlook, citing robust orders tied to AI use caseswhere companies like Apple and Nvidia continue to lean heavily on TSMC's most advanced nodes. He noted that TSMC's top priority right now is simply producing enough chips to meet that growing appetite. Working hard, Wei said, is code for we still don't have enough. He also dismissed rumors of a UAE factory, and confirmed the company is staying tightly aligned with U.S. and Taiwanese regulationsespecially after suspending shipments to Sophgo, a Chinese chip firm under scrutiny due to its links to Huawei's AI silicon. Still, long-term investors aren't just watching the supply chainthey're eyeing the map. With geopolitical tensions flaring across the Taiwan Strait, the question isn't just about chips anymoreit's about continuity. Wei kept his response diplomatic, stating that such scenarios are a matter for governments, not for TSMC alone. That may be true. But for now, TSMC remains one of the biggest leverage points in the global AI boomand while the road ahead isn't without bumps, demand could continue driving momentum even through turbulence. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data
Yahoo
8 hours ago
- Business
- Yahoo
AI Demand Explodes--but TSMC Warns of Risks Investors Can't Ignore
TSMC (NYSE:TSM), the world's top chip foundry, is walking a tightropenavigating rising U.S. tariffs, political headwinds, and China's growing aggression toward Taiwan. But even with those risks looming, the company says it's still chasing down AI demand that refuses to cool off. At the annual shareholder meeting in Hsinchu, CEO C.C. Wei told investors that while tariffs could nudge prices higher and chip demand lower, TSMC hasn't seen customer orders drop off. In his words: AI demand has always been very strongand it's consistently outpacing supply. That surge in demand could be what's keeping the floor under TSMC's growth story. Wei doubled down on the chipmaker's bullish 2025 outlook, citing robust orders tied to AI use caseswhere companies like Apple and Nvidia continue to lean heavily on TSMC's most advanced nodes. He noted that TSMC's top priority right now is simply producing enough chips to meet that growing appetite. Working hard, Wei said, is code for we still don't have enough. He also dismissed rumors of a UAE factory, and confirmed the company is staying tightly aligned with U.S. and Taiwanese regulationsespecially after suspending shipments to Sophgo, a Chinese chip firm under scrutiny due to its links to Huawei's AI silicon. Still, long-term investors aren't just watching the supply chainthey're eyeing the map. With geopolitical tensions flaring across the Taiwan Strait, the question isn't just about chips anymoreit's about continuity. Wei kept his response diplomatic, stating that such scenarios are a matter for governments, not for TSMC alone. That may be true. But for now, TSMC remains one of the biggest leverage points in the global AI boomand while the road ahead isn't without bumps, demand could continue driving momentum even through turbulence. This article first appeared on GuruFocus.
Time of India
12 hours ago
- Business
- Time of India
TSMC suspends new factory in Japan due to traffic jams; tells government, 'we'll delay the construction until ...'
Taiwan Semiconductor Manufacturing Co. (TSMC) CEO CC Wei attributed delays in expanding its operations in southwestern Japan to worsening traffic congestion. According to a report in Bloomberg, Wei confirmed that the construction of a second plant in Japan is facing minor delays. While TSMC has primarily operated from Taiwan, it established its first Japanese factory after receiving significant incentives from Tokyo. The first TSMC plant in Japan, operational since last year, has boosted the local economy but strained the rural infrastructure, leading to housing and service shortages and extended commute times. 'We have created too big an impact on the local traffic. I have experienced that in person. For what used to take a 10-15 min drive, it now takes almost an hour,' Wei told reporters after a shareholders' meeting in Hsinchu, Taiwan, on Tuesday, as quoted by Bloomberg. He added, 'We told the Japanese government we'll delay the construction until the traffic improves. They said they'll make improvements as soon as possible.' Wei did not specify the duration of the delay. As the world's leading contract chipmaker, TSMC is central to the global tech supply chain, producing advanced chips for Apple's iPhones and Nvidia's AI servers. Governments worldwide, from the U.S. to Europe, have sought TSMC's investment, especially after pandemic-era chip shortages disrupted production across industries like automotive and consumer electronics. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Dermatologista recomenda: simples truque elimina o fungo facilmente Acabe com o Fungo Undo TSMC says worried about local residents The planned second factory in Kumamoto Prefecture, initially expected to begin construction in early 2025, is critical to Japan's goal of revitalizing its semiconductor industry and attracting talent to an aging nation. However, the local infrastructure has struggled to accommodate the influx of workers from TSMC's first plant, even as the company's U.S. expansion reduces pressure on Japanese production. 'This will become negative for the area, for the local government, but I am most worried it will become negative for local residents,' Wei reportedly said. 'So we told the Japanese government to improve the traffic first.' Japan's chief government spokesman, Yoshimasa Hayashi, responded, stating, 'Heightened uncertainty in the global economy, along with challenges including the lack of domestic infrastructure and labor can lead to hesitation among private companies thinking of investing,' according to Bloomberg. He emphasized Tokyo's commitment to improving conditions to attract foreign investment and talent. The delay in Japan echoes earlier challenges TSMC faced in launching its U.S. facilities in Arizona, though progress has since been made. On Tuesday, TSMC executives noted that demand for AI chips continues to outpace supply. Wei reiterated the company's April forecast of mid-20% revenue growth for 2025, despite margin pressures from a strengthening Taiwanese dollar. TSMC expects record profits this year. AI Masterclass for Students. Upskill Young Ones Today!– Join Now
