Market Chatter: TSMC Expecting Strong Demand for AI Chips

MT Newswires Live07-20 17:02

TSMC (TPE:1101) is expecting multi-year demand for its AI chips to grow following a $100 billion plan to expand its Arizona facilities, according to a Reuters report on Monday, citing Chief Financial Officer Wendell Huang.

Speaking after the second quarter results on Thursday, Huang said the company is "very happy" with the progress in Arizona. He said the Arizona fabrication plant is delivering yields comparable to those at the company's flagship fab in Taiwan, according to the report.

The fourth fab is slated to bring the semiconductor company's Arizona footprint to 12 fabrication and advanced packaging facilities.

Meanwhile, the semiconductor giant is also considering raising money by selling new shares in the US, with the CFO not ruling out issuance of new bonds, Reuters reported.

Despite aggressive expansion plans, the company faces headwinds from geopolitical tensions, with the US looking to acquire control of advanced chips to China, according to the news outlet.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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