Chairman & Chief Executive Officer, Tsmc Taiwan Semiconductor Manufacturing
Search every verified C. Wei interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. C. Wei, Chairman and CEO of TSMC, has been actively addressing the company's capacity expansion and AI-driven demand in recent earnings calls. In the Q2 2026 call, he announced an additional $100 billion investment in Arizona to build fabs for 2-nanometer and advanced packaging technologies, citing strong multi-year demand from US customers. He stated that the AI mega trend continues to drive robust demand for leading-edge silicon, and that TSMC's conviction in the multi-year AI outlook remains very high. In earlier calls, Wei noted that TSMC's wafer supply, not power consumption, is currently the bottleneck for AI infrastructure, and that he has spent significant time speaking directly with cloud service providers to validate demand before committing to large capital expenditures. Wei has also addressed geopolitical and market uncertainties. In the Q2 2025 call, he said TSMC had not seen changes in customer behavior due to tariff policies but acknowledged risks to consumer-related segments. He reaffirmed that TSMC is not engaged in discussions regarding joint ventures or technology licensing with other companies. Regarding overseas expansion, Wei stated that TSMC is executing its plans in Japan and Europe as scheduled, and that these investments in specialty technology are not competing with leading-edge expansion in the US. He described the current environment as one of "fragmented globalization," where overseas fab costs are higher for all manufacturers, but TSMC aims to remain cost-effective through manufacturing scale and technology leadership.
“We would like to announce an additional $100 billion US investment in Arizona. This is to build several more semiconductor logical wafer fabs for 2 nanometer and 0 technologies, as well as the advanced packaging fabs to support the strong multi-year demand from our leading US customers.”
“The AI mega trend continue to drive the need for more and more computation, which supports the robust demand for leading-edge silicon. Our customers and customers' customers who are mainly the cloud service provider, continue to provide us with their very strong signal and positive outlook. Thus, our conviction in the...”
“I'm also very nervous about it. You bet. Because we have to invest about 52 to 56 billion US dollar for the capex, right? If we didn't do it carefully, and uh that would be a big disaster to TSMC, for sure. So, of course, I spend a lot of time in the last uh three four three four months talking to my customer and then...”
“Today, from my point of view, still the bottleneck is TSMC's a wafer supply. Not the power consumption. Not yet. So, we also look at carefully to answer your question, say that the TSMC's a wafer can support how much of the gigawatt. Still not enough. They still have abundant of power supply in the US.”
“We now expect our full-year 2025 revenue to increase by around 30% in US dollar term, supported by strong demand for our industry-leading 3-nanometer and 5-nanometer technologies, underpinned by growth in our HPC platform.”
“We have not seen any change in our customers' behavior so far. However, we understand there are uncertainties and risk from the potential impact of tariff policies, especially on consumer related and price sensitive end market segment.”
“We forecast our revenue from AI accelerator to double in 2025. As the strong surging AI-related demand continues. As a key enabler of AI applications, the value of our technology platform is increasing as customers are relying on TSMC to provide the most advanced process and packaging technologies at scale in the most...”
“Under today's fragmented globalization environment, overseas fab costs are higher for everyone, including TSMC and all other semiconductor manufacturers. We are leveraging our fundamental competitive advantage of manufacturing technology leadership and large-scale manufacturing base to be the most efficient and cost-ef...”
“We reaffirm our revenue from AI accelerators to double in 2025. Based on our customers' strong demand, we are also working hard to double our CoWoS capacity in 2025 to support their needs. Recent developments are also positive to AI's long-term demand outlook, strengthening our conviction in the long-term growth opport...”
“I would also like to mention that TSMC is not engaged in any discussion with other companies regarding any joint venture, technology licensing, or technology transfer and sharing.”
“We understand there are uncertainties and risk from the potential impact of tariff policies; however, we have not seen any change in our customers' behavior so far. Therefore, we continue to expect our full year 2025 revenue to increase by close to mid-20s% in US dollar terms.”
“All policy, especially this tariff decision, are government's responsibility to decide, and as a private company we are fully respectful of this but we are not getting involved.”
“Our first fab in Arizona has already successfully entered high volume production in 4Q, and the construction of our second fab which will utilize a 3 nanometer process technology is already complete. We are working on speeding up the volume production schedule based on the strong AI related demand from our customers.”
“The reason we are expanding in Arizona is all because of our customers' request and because they have very high, very strong AI demand from US customers such as AMD, Nvidia, Qualcomm, and Broadcom. We need to expand our capacity in the US to support them.”
“I would expect our two nanometer capacity, around 30%, will be in Arizona.”
07/16/2026 Q&A: 24:04 Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, ...
Good afternoon everyone and welcome to TSMC's fourth quarter 2025 earnings conference and conference call My name is Jeff ...
Good afternoon everyone and welcome to TSMC's second quarter 2025 earnings conference and conference call this is Jeff Sue ...
Good afternoon everyone and welcome to TSMC's first quarter 2026 earnings conference call this is Jeff Sue TSMC's director of ...
Okay now I'll try next next two quarters uh for the coast capacity TSMC has been very aggressive in uh expanding the capacity ...
Good afternoon everyone and welcome to TSMC's first quarter 2025 earnings conference call this is Jeff Sue TSMC's director of ...
First of all, I would like to express my sincere gratitude for taking the time out of your busy schedule to be with me today. I'm a strong supporter of Prime Minister Takaichi, and I even read her book five years ago. I was deeply impressed. We've already talked about TSMC, so I'd like to return to a promised announcement. It is a great honor to be here today to announce plans for a new gigafab (large-scale semiconductor factory) in Kumamoto, Japan. Once mass production begins, this factory will utilize TSMC's 3-nanometer technology. 3-nanometer technology is currently the world's most ad…
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