SVP Business Development & Deputy Co-COO, Tsmc Taiwan Semiconductor Manufacturing
Search every verified Kevin Zhang interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. In a February 2025 interview, Kevin Zhang stated that TSMC is "rapidly expanding" its CoWoS (chip-on-wafer-on-substrate) capacity, noting that utilization was around 60% but demand continued to grow. He described plans to increase the interposer size for AI accelerators from roughly 3x the reticle size to 4.5x within two years, and eventually to 8x, to allow integration of up to 12 HBM memory modules. Zhang also said TSMC is expanding quickly in Arizona, with a first 4nm fab entering production the following year and a second and third phase announced. In a February 2024 presentation, Zhang said the semiconductor industry has achieved over 80x energy efficiency improvement over a little more than a decade, enabling the emergence of AI. He projected that a $1 trillion semiconductor market would drive $3 trillion in electronics, $12 trillion in IT revenue, and over $145 trillion in GDP. Zhang described his move to TSMC seven years earlier as expecting to "sunset" his career, but said he instead sees "a bright golden era" ahead with AI.
“I don't care as long as we can continue to drive the technology scaling; I don't care Moore's law is alive or dead.”
“We are expanding quickly in Arizona — we built the first fab focusing on 4 nm which we're going to put into production next year, and we're building a second fab and have announced a third phase so we'll continue to bring the most advanced nodes to North America.”
“Worldwide semiconductor revenue is about $500 billion today and many expect it to double by the end of this decade; given the recent surge of AI the 'one trillion' figure understates the opportunity—Sam Altman plans to invest in semiconductors and Lisa Su projects a $400 billion AI market alone by 2028.”
“If you really want to size up the impact of this one‑trillion semiconductor market you have to consider the multiplication effect: this one‑trillion market will drive up to $3 trillion in the electronics industry, generate $12 trillion in IT revenue, and create over $145 trillion in GDP.”
Over the past year, I've had the chance to quiz every major foundry about their plans for the future. The latest in this series is ...
Kevin Zhang, Senior Vice President, Business Development & Overseas Operations Office, Taiwan Semiconductor Manufacturing Company Semiconductors are the foundation of today’s digital economy and are powering innovations that will shape the trajectory of human history. This paper highlights the latest progress of the semiconductor industry to support a vast spectrum of applications that have forever changed our lives. It gives insight into the paths of continued advanced technology scaling, the essential role of design-technology co-optimization (DTCO), and how system-level integration will el…
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