TSMC chairman not worried about AI competition as "they will all come to us in the end"

TSMC chairman not worried about AI competition as "they will all come to us in the end" - PC Guide

TSMC is the leading name in silicon production, and with such high demand, the latest shareholder meeting provides insight into its plans.

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TSMC’s chairman isn’t losing sleep over the AI chip race—whoever wins the design battle, they’re all coming to TSMC’s fabs anyway. After learning from a slight overcapacity hiccup in 2023, the company now talks not just to chip designers but also to their end-users (think Google, Amazon, Facebook) to nail down exact wafer demand and avoid overproduction.

With its silicon monopoly sending ripples through the entire industry, TSMC is ramping up capacity (even its new US plants are already bursting with orders) while staying laser-focused on matching supply to real-world needs rather than picking sides in the AI showdown.