In a shareholder meeting, TSMC CEO C.C. Wei acknowledged the impact of U.S. tariffs on the semiconductor giant, while simultaneously painting a bullish picture for the industry, specifically fueled by the insatiable demand for AI chips.
TSMC, the world’s premier contract chipmaker and a critical upstream supplier for tech titans like Apple and Nvidia, has been navigating a complex landscape shaped by recent shifts in U.S. trade policy.
Wei clarified that the impact of tariffs on TSMC isn’t direct, as the levies primarily target importers and not exporters. However, the potential for increased prices—and their knock-on effect on demand—remains a key consideration.
“If demand were to decrease, TSMC would, of course, be impacted,” Wei conceded. “But I can assure you, the demand for AI is exceptionally strong and consistently outstrips supply.”
When pressed on the company’s outlook, Wei’s assessment was succinct and confident: “Very good” when looking ahead for the next five to ten years.
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