Tsmc: AI Demand Now Is More Real Than Two Or Three Years Ago
July 18 (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:
TSMC: DEMAND IS SO HIGH
TSMC: I HOPE IN 2025 OR 2026 I CAN REACH BALANCE BETWEEN SUPPLY AND DEMAND
TSMC: SEEING VERY STRONG DEMAND FOR N3
TSMC: WE CONTINUE TO FACE COST CHALLENGES INCLUDING FROM POWER PRICES
TSMC: DON’T RULE OUT POSSIBLY CONVERTING MORE N5 TECHNOLOGY INTO N3
TSMC: OUR CUSTOMERS ARE DOING VERY WELL
TSMC: WE TRY OUR BEST TO SUPPORT OUR CUSTOMERS IN PRICING AND CAPACITY
TSMC: WE HAVE NOT CHANGED OUR OVERSEAS EXPANSION PLANS
TSMC. RESPONDING TO TRUMP COMMENTS: JV IS NOT AN OPTION
TSMC: WE ARE WORKING HARD TO SUPPORT CAPACITY FOR LEADING EDGE TECHNOLOGIES
TSMC: AI IS SO HOT, ALL MY CUSTOMERS WANT TO ADD AI FUNCTIONALITY
TSMC: WE EXPECT AI FUNCTIONALITY WILL STIMULATE REPLACEMENTS, MAKE IT SHORTER
TSMC: WE ARE WORKING HARD TO GET ENOUGH CAPACITY TO SUPPORT OUR CUSTOMERS THROUGH TO 2026
TSMC: OUR CAPACITY PLANNING IS DISCIPLINED
TSMC: INSIDE TSMC WE ARE USING AI TO IMPROVE OUR PRODUCTIVITY
TSMC: GETTING VERY BIG DEMAND FORECAST FOR AI RELATED PRODUCTS FROM CLIENTS
TSMC: AI DEMAND NOW IS MORE REAL THAN TWO OR THREE YEARS AGO
TSMC: AI WILL BE VERY USEFUL TOOL FOR PEOPLE TO IMPROVE PRODUCTIVITY
TSMC: MY CUSTOMERS ARE BEING VERY AGGRESSIVE ABOUT MOVING INTO N2 TECHNOLOGY
Source text for Eikon: [ID:]
Further company coverage: 2330.TW
Reporting by Ben Blanchard
Related Assets
Latest News
Disclaimer: The XM Group entities provide execution-only service and access to our Online Trading Facility, permitting a person to view and/or use the content available on or via the website, is not intended to change or expand on this, nor does it change or expand on this. Such access and use are always subject to: (i) Terms and Conditions; (ii) Risk Warnings; and (iii) Full Disclaimer. Such content is therefore provided as no more than general information. Particularly, please be aware that the contents of our Online Trading Facility are neither a solicitation, nor an offer to enter any transactions on the financial markets. Trading on any financial market involves a significant level of risk to your capital.
All material published on our Online Trading Facility is intended for educational/informational purposes only, and does not contain – nor should it be considered as containing – financial, investment tax or trading advice and recommendations; or a record of our trading prices; or an offer of, or solicitation for, a transaction in any financial instruments; or unsolicited financial promotions to you.
Any third-party content, as well as content prepared by XM, such as: opinions, news, research, analyses, prices and other information or links to third-party sites contained on this website are provided on an “as-is” basis, as general market commentary, and do not constitute investment advice. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, it would be considered as marketing communication under the relevant laws and regulations. Please ensure that you have read and understood our Notification on Non-Independent Investment. Research and Risk Warning concerning the foregoing information, which can be accessed here.