Tsmc: AI Demand Now Is More Real Than Two Or Three Years Ago
July 18 (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:
TSMC: DEMAND IS SO HIGH
TSMC: I HOPE IN 2025 OR 2026 I CAN REACH BALANCE BETWEEN SUPPLY AND DEMAND
TSMC: SEEING VERY STRONG DEMAND FOR N3
TSMC: WE CONTINUE TO FACE COST CHALLENGES INCLUDING FROM POWER PRICES
TSMC: DON’T RULE OUT POSSIBLY CONVERTING MORE N5 TECHNOLOGY INTO N3
TSMC: OUR CUSTOMERS ARE DOING VERY WELL
TSMC: WE TRY OUR BEST TO SUPPORT OUR CUSTOMERS IN PRICING AND CAPACITY
TSMC: WE HAVE NOT CHANGED OUR OVERSEAS EXPANSION PLANS
TSMC. RESPONDING TO TRUMP COMMENTS: JV IS NOT AN OPTION
TSMC: WE ARE WORKING HARD TO SUPPORT CAPACITY FOR LEADING EDGE TECHNOLOGIES
TSMC: AI IS SO HOT, ALL MY CUSTOMERS WANT TO ADD AI FUNCTIONALITY
TSMC: WE EXPECT AI FUNCTIONALITY WILL STIMULATE REPLACEMENTS, MAKE IT SHORTER
TSMC: WE ARE WORKING HARD TO GET ENOUGH CAPACITY TO SUPPORT OUR CUSTOMERS THROUGH TO 2026
TSMC: OUR CAPACITY PLANNING IS DISCIPLINED
TSMC: INSIDE TSMC WE ARE USING AI TO IMPROVE OUR PRODUCTIVITY
TSMC: GETTING VERY BIG DEMAND FORECAST FOR AI RELATED PRODUCTS FROM CLIENTS
TSMC: AI DEMAND NOW IS MORE REAL THAN TWO OR THREE YEARS AGO
TSMC: AI WILL BE VERY USEFUL TOOL FOR PEOPLE TO IMPROVE PRODUCTIVITY
TSMC: MY CUSTOMERS ARE BEING VERY AGGRESSIVE ABOUT MOVING INTO N2 TECHNOLOGY
Source text for Eikon: [ID:]
Further company coverage: 2330.TW
Reporting by Ben Blanchard
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