台积电CEO C.C. Wei已告知股东，该公司预计需要很长时间才能完全满足不断增长的AI芯片需求。尽管全球范围内正在进行晶圆厂扩建，包括在美国，但生产能力仍不足以满足超大规模用户的需求。Wei表示，尽管预计需求将持续增长，但台积电计划维持稳定价格，而非实施涨价。 AI
影响 AI芯片的生产能力将在数年内保持受限，这将影响超大规模用户的建设，并为竞争对手创造机会。
排序理由 CEO关于关键技术组件长期供应受限的声明。
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TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand. This is an opportunity for Intel, though, as companies desperate to get their hands on advanced ch…
TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders … TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer…