KeynoteJun 5, 2026, 12:18 AM
TSMC CEO C.C. Wei: 'It will be a long time before we can meet customer demand', vows to keep prices stable
Summary
TSMC CEO C.C. Wei told shareholders that the company lacks sufficient capacity to handle all demand from AI hyperscalers, and it will take a long time to match customer demand. He vowed to keep prices stable and refrain from price hikes. This opens an opportunity for Intel, as desperate companies may turn to Intel's 18A or 14A nodes.
Why it matters
As the world's leading chip foundry, TSMC's capacity and pricing strategy directly impact AI chip supply, while creating potential opportunities for competitor Intel.
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Market reaction
The following is market reference information for related companies, and does not constitute investment advice.
Intel
NASDAQ · INTC
TSMC
NYSE · TSM / TWSE · 2330