How did TSMC's stock react to the statements?

The stock rose on Thursday after the annual shareholders' meeting.

Why is AI chip demand important for TSMC?

TSMC is a key supplier to NVIDIA, Apple, and AMD, making it central to the AI supply chain.

TSMC Expects Sustained AI Chip Demand for Years

TSMC shares rose on Thursday after its annual shareholders' meeting, where CEO C.C. Wei stated the company won't be able to fulfill demand for AI chips in the coming years, even as new manufacturing capacity comes online. He emphasized that demand will remain strong for a long time.

June 4, 2026

2 min read

Source: Investor's Business Daily

TSMC (ticker: TSM) shares rose on Thursday following the company's annual shareholders' meeting. CEO C.C. Wei said the contract chipmaker will not be able to meet customer demand for several years, even as additional manufacturing capacity becomes operational, according to Bloomberg.

Details

"It will be a long time before we can meet customer demand," Wei said during the meeting. He confirmed that demand for AI chips will remain robust for years, reflecting the rapid growth in the sector.

Context

TSMC's comments come amid unprecedented demand for AI semiconductors used in data centers, autonomous vehicles, and other applications. The company is a key supplier to NVIDIA (NVDA), Apple (AAPL), and AMD (AMD).

What It Means for Investors

The CEO's remarks suggest sustained revenue growth for TSMC in the long term, but may also imply margin pressure due to heavy investments in capacity expansion. Investors are closely watching the company's ability to balance demand with expansion.

Frequently Asked Questions

He said the company won't be able to meet demand for years, even with new capacity.

Found this useful? Share it

This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.