TSMC CEO C.C. Wei reported strong demand for AI chips. The company aims to avoid becoming a bottleneck for the global tech industry. Wei noted that meeting consumer demand will take years.
Wei criticized computer memory (RAM) manufacturers for aggressive pricing strategies. He also discussed integrating ASML's new "High-NA EUV" machines. These machines are currently too expensive for mass production. TSMC will optimize their economics before full-scale deployment.