They are the innovators driving demand for the most advanced silicon that TSMC can provide.
Words found on the source page on Nov 6, 2026.
More from C.C. Wei
FilingTSMC plans to expand U.S. investment to $165 billion (SEC Form 6-K)Mar 3, 2025
AI is reshaping our daily lives and semiconductor technology is the foundation for new capabilities and applications. With the success of our first fab in Arizona, along with needed government support and strong customer partnerships, we intend to expand our U.S. semiconductor manufacturing investment by an additional $100 billion, bringing our total planned investment to $165 billion.FilingTSMC Arizona expansion and CHIPS Act award (SEC Form 6-K)Apr 8, 2024
We are honored to support our customers who have been pioneers in mobile, artificial intelligence and high-performance computing, whether in chip design, hardware systems or software, algorithms, and large language models...
On the same topics
FilingBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...FilingBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 2, 2026
In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year.FilingNVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 26, 2026
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.FilingAMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.FilingIntel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)Jul 23, 2026
AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network...FilingBroadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Jun 3, 2026
The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.
About this quote
Quotesby Glyph