TSMC CEO sees no AI demand slowdown, expects growth above ~55% CAGR forecast; customer demand exceeds supply

TSMC's CEO says the AI market remains very strong, with rising adoption of AI agents and open-source models fueling demand for leading-edge silicon. He sees no sign of a demand slowdown and expects growth above TSMC's previous ~55% CAGR forecast, saying demand is "extremely robust" and customer demand significantly exceeds supply capacity.

Detected & updated continuously · Source: Nebula