TSMC's C.C. Wei says to solve problems, put customers first

Wei's and Ye's remarks at the National Taiwan University forum signal TSMC's strategic pivot toward customer-centric innovation amid global supply chain volatility. This shift implies downstream design firms may accelerate migration to mature processes, alleviating pressure on advanced nodes. From a compliance standpoint, tightening regulations in China Taiwan/ Taiwan, China are increasing operational costs and forcing companies to reevaluate supply chain resilience. Competitors like Samsung and UMC may respond with accelerated in-house R&D or strategic acquisitions to strengthen local ecosystems. Over the next 12–24 months, the industry will likely see a clear bifurcation: overcapacity in mid-tier nodes and heightened concentration in advanced process segments, reinforcing TSMC’s dominant position and creating new barriers to entry.