TSMC C.C. Wei: Remains Confident in AI Megatrend for the Coming Years

Regarding the evolution of the artificial intelligence market, TSMC Chairman C.C. Wei stated that AI is currently transitioning from generative query models to agentic and action-oriented modes. This trend has significantly increased token consumption and computing power demands for large language models, providing strong support for the advanced semiconductor industry. He emphasized that both downstream customers and end markets remain optimistic about AI prospects. Based on its technological leadership and extensive customer base, TSMC remains highly confident in the overarching AI development trend over the next several years, believing that semiconductor demand possesses solid fundamental support. Measured in U.S. dollars, the company expects its full-year revenue growth this year to exceed 30%.