Market Chatter: TSMC Warns of Prolonged Chip Shortage as AI Demand Surges, Reiterates Sales Guidance

MT Newswires Live06-04

Taiwan Semiconductor Manufacturing Co. or TSMC's (TPE:2330) Chairman and Chief Executive Officer, C.C. Wei, warned that supply of advanced microchips will continue to fall short of insatiable, AI-driven demand for several years, Bloomberg reported Thursday, citing his address at the company's annual shareholders' meeting.

Wei said that even with new manufacturing investments in the U.S., the chipmaker cannot fully meet demand from U.S. customers. He restated the company's forecast of over 30% sales growth for 2026, according to the news report.

TSMC remains a key supplier to major AI firms, including Nvidia and AMD, and continues to expand capacity globally amid strong demand from hyperscalers, and expected to spend heavily on AI infrastructure, Bloomberg said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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Wei, warned that supply of advanced microchips will continue to fall short of insatiable, AI-driven demand for several years, Bloomberg reported Thursday, citing his address at the company's annual shareholders' meeting.</p><p>Wei said that even with new manufacturing investments in the U.S., the chipmaker cannot fully meet demand from U.S. customers. He restated the company's forecast of over 30% sales growth for 2026, according to the news report.</p><p>TSMC remains a key supplier to major AI firms, including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and continues to expand capacity globally amid strong demand from hyperscalers, and expected to spend heavily on AI infrastructure, Bloomberg said.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. 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