TSMC's Confident Stance in AI Chip Market: "They Will All Come to Us in the End"

TSMC boss claims the chipmaker doesn't need to pick winners to work with, just wait patiently 'because they will all come to us in the end'

Yesterday, TSMC held a shareholder meeting, and in an interview following this the company showed every sign of confidence in its future, regardless of the ebbing and flowing of different AI companies that are some of its biggest customers. The world's biggest semiconductor company even went as far as to say about AI companies: "We don't need to judge who will win, because they will all come to us in the end." That eerily ominous machine translated quote, brought to you by Taiwan Economic Daily (via Wccftech), comes from Wei Zhejia (C. C. Wei), CEO and chairman of TSMC. It comes off the back of of Wei pointing out that both GPUs and ASICs are made at TSMC, implying that whatever kind of AI data centre compute you need, TSMC has you covered. And it's true, TSMC does produce most of the compute for AI data centres, with Nvidia's various Hopper and Blackwell chips being the most obvious ones and the ones that AI companies seem to be lining up for. Yesterday we covered how TSMC said at this TSMC shareholder meeting that "AI demand has always been very strong and it's consistently outpacing supply" despite US tariffs. The company did say that tariffs have an impact, though. With a new $100 billion planned investment in the US and an Arizona fab capacity that's already apparently sold out through 2027, it doesn't look like TSMC has much to worry about on the international trade war front, either. I suppose that with production based both in Taiwan and in the US, it's not too ridiculous to assume that "they will all come to us in the end." Wei reportedly admits that the company did face overcapacity in the recent past, but "this time we are more careful and thorough than before." This seems to be in part because TSMC is getting forecasts and info from chip-scale packaging manufacturers (CSPs) as "they are also worried that we are not prepared enough." It must be difficult to predict demand in such a new and booming market as AI, but if any company can be sure to do well -- other than Nvidia, of course -- it does seem to be TSMC. Let's just hope we see some of that sweet chip revenue trickle down into the laps of we humble gamers in the form of some derivative gaming chips and GPUs. Hey, I'm not above scooping up the scraps, are you?

TSMC's CEO Says It Will Always Win In The AI Chip Race, Claiming That Big Tech Has No Option Other Than The Taiwan Giant

TSMC has acknowledged its dominance in the chip industry, claiming that despite all firms competing in the AI race, TSMC will be the ultimate winner. The Taiwan giant has made massive contributions to where AI has reached when it comes to computational capabilities, given that the foundry is the primary source of chips and advanced packaging for firms like NVIDIA. Right now, there are no competitors close to the firm regarding process technology, production scalability, and popularity, which is why it is safe to say that TSMC is the undisputed king. At the company's annual shareholders' meeting (via Taiwan Economic Daily), TSMC CEO C.C. Wei claimed that orders will always flow towards the firm in the AI segment, despite any Big Tech organization pursuing a project in conflict with the company's interests. Elaborating on it, he said that TSMC isn't concerned about which AI design company wins in the end, but delivering on customer requirements is a priority. TSMC supplies GPUs, ASICs, chip nodes, and many services to its partners, so all competition would likely end up sourcing from the same foundry, which is a win-win situation for the Taiwan giant. He also claimed that the ongoing tariff situation will have "little effect" on TSMC's opportunities, given that the demand for AI is likely going to offset all losses. TSMC specifically focused on upscaling production to meet future demands, revealing that the firm has managed to catch up with the production bottleneck existing since 2023, and is now operating to meet the needs of its partners to the fullest. The firm is now on track to capitalize on new market avenues, mainly humanoid robots and AI factories. C.C. Wei claimed that the hype of such technologies will only increase the company's revenue over time. TSMC has revealed complete dominance over the chip markets, and, given the company's trajectory, it won't be wrong to say that the monopoly is here to stay.