TSMC boss bets big on AI growth, signals interest in higher chip prices - WHTC

At TSMC's annual shareholders' meeting in Hsinchu, Taiwan, CEO C.C. Wei expressed strong confidence in the company's future growth, driven by robust demand for computing power and advanced semiconduct... Read original →

TSMC’s willingness to raise prices reflects the inescapable cost surge from AI-driven demand colliding with the physical and financial limits of sub-3nm EUV scaling. This pricing power will accelerate fabless firms like NVIDIA toward chiplet-based designs to mitigate reliance on monolithic advanced nodes. While TSMC’s $165B U.S. expansion reassures American clients, it cannot neutralize the systemic risk posed by military tensions around Taiwan, China—a single disruption would instantly destabilize global AI supply chains. Samsung may exploit this vulnerability by promoting its Korea-U.S. dual manufacturing footprint to win over geopolitically cautious European and Japanese customers. Over the next 18 months, wafer pricing for leading-edge nodes will structurally rise, yet TSMC’s yield dominance and ecosystem lock-in ensure it remains the de facto gatekeeper of the AI hardware arms race.