TSMC boss upbeat on outlook as AI boom shows no sign of easing


TSMC Chairman CC Wei speaks during a meeting with Japan's Prime Minister Sanae Takaichi (not pictured) at the Prime Minister's Office in Tokyo on February 5, 2026. KAZUHIRO NOGI/Pool via REUTERS

HSINCHU, Taiwan, June ⁠4 (Reuters) - Taiwan's TSMC, the world's largest contract ⁠chipmaker, said on Thursday it is confident in ‌its growth over the next few years, driven by robust demand for computing power and advanced semiconductors, as it rides ​an AI boom.

Chief Executive C.C. ⁠Wei, speaking at TSMC's ⁠annual shareholders' meeting in the northern Taiwanese city ⁠of Hsinchu, ‌added that its customers continue to express a positive outlook for the AI ⁠industry.

"We continue to see increasing adoption of ​AI models ‌across consumer, enterprise and sovereign AI applications. This ⁠trend is ​driving demand for greater computing power, which in turn supports strong demand for advanced semiconductor chips," Wei ⁠said.

Taiwan has taken centrestage this ​week as it hosts the annual Computex conference, where leaders of some of the world's most powerful tech ⁠companies are gathering, with executives from the likes of Nvidia to Intel praising the island's central role in the global supply chain.

In April, TSMC, ​a major Nvidia supplier, raised ⁠its annual revenue forecast and said it was stepping ​up capital spending this year ‌to meet a relentless hunger ​for its products.

(Reporting by Wen-Yee Lee; Editing by Anne Marie Roantree and Muralikumar Anantharaman)

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