Overview
- At its annual shareholders' meeting on Thursday, June 4, CEO C. C. Wei said global chip capacity will fall short of AI‑driven demand for years and reaffirmed a full‑year sales growth forecast above 30 percent.
- TSMC told investors it will add at least four more U.S. fabs on top of six already planned, a push that implies roughly $100 billion in extra capital beyond prior commitments.
- The company has bought ASML High‑NA EUV machines for next‑generation chips but will delay mass deployment until using them is economically viable.
- Management signalled measured interest in raising prices to protect margins while stressing it will avoid abrupt hikes so as to preserve long‑term customer ties.
- TSMC said it is shifting some focus beyond data‑center chips to markets like autonomous vehicles and robotics, offered rising employee profit sharing, and defended the stability of its Nanjing operations.