Overview

• CEO C. C. Wei predicts 2025 revenue and profit will reach new highs as AI chip demand consistently outpaces supply
• Wei says U.S. tariffs impose indirect cost pressures on importers that AI-driven demand is currently offsetting
• Construction of the second factory in Japan is delayed indefinitely because severe traffic congestion must be resolved first
• TSMC reaffirms its commitment to invest $100 billion in Arizona over the next five years despite skilled labor shortages
• The company denies plans for a UAE fab and underscores its advanced process technology as the basis for AI chip market leadership