C.C. Wei says TSMC's Arizona 3nm fab is ahead of schedule, targeting production in Q3 2027.
On overseas expansion, Wei said TSMC’s 3-nanometer plant in Arizona was ahead of schedule, with equipment being installed ahead of production in the third quarter of 2027.
C.C. Wei said TSMC will bar customers from subleasing or auctioning their allocated wafer capacity, aiming to capture all AI demand value itself.
TSMC will not let customers sublease or auction off their wafer capacity allocations, chairman C.C. Wei said during the company's October 15 earnings call...
Wei confirmed Terafab talks are ongoing but insisted any wafer fab must be operated by TSMC.
“We are still in discussion, let me say that,” Wei told analysts, per Bloomberg. He then added, "But the fab has got to be run by TSMC."
Wei argued TSMC is well-positioned for long-term AI demand, noting all AI players work with TSMC.
“All the AI players are working with TSMC,” he said.
Wei said AI chip demand remains strong with a still large supply gap, and AI accelerator CAGR for 2024-2029 could exceed the prior mid-to-high 50% forecast.
Wei said AI chip demand remained strong, with the supply gap still “quite big” and no signs of a slowdown, Investing.com reported.
Wei hinted TSMC would support customers who chose Intel's EMIB-T packaging but face supply shortfalls, prioritizing smooth product launches for customers.
I try to avoid answering it directly, but let me say that, yes, we will be. Number one priority I already indicated is that TSMC's customer's product can be introduced into the market smoothly. That's a number one priority. Okay?