魏哲家表示台积电将禁止客户转租或拍卖其分配到的晶圆产能，以确保自身充分获取 AI 需求带来的收益。
台积电董事长魏哲家在公司10月15日的财报电话会上表示，台积电不会允许客户转租或拍卖其晶圆产能配额。原文 (en)
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...
魏哲家确认与 Terafab 的谈判仍在进行，但坚持任何晶圆厂都必须由台积电运营。
“我们仍在讨论中，我这么说吧，”魏哲家告诉分析师。他随后补充道：“但晶圆厂必须由台积电来运营。”原文 (en)
“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."
魏哲家认为台积电凭借技术领先和客户信任，处于把握长期 AI 需求的有利位置，所有 AI 厂商都与其合作。
“所有 AI 厂商都在与台积电合作，”他说。原文 (en)
“All the AI players are working with TSMC,” he said.
魏哲家称 AI 芯片供需缺口仍很大且无放缓迹象，2024-2029 年 AI 加速器复合增速可能超过此前预测的 50% 中高段。
魏哲家表示 AI 芯片需求依然强劲，供需缺口仍然“相当大”，且没有放缓迹象。原文 (en)
Wei said AI chip demand remained strong, with the supply gap still “quite big” and no signs of a slowdown, Investing.com reported.
魏哲家暗示，若选择英特尔 EMIB-T 封装的客户遭遇产能不足，台积电将出手支援，确保客户产品顺利上市。
我尽量避免直接回答，但我可以说，是的，我们会的。我已经说过，第一要务是确保台积电客户的产品能够顺利推向市场。这是第一要务，好吗？原文 (en)
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?
魏哲家称台积电是唯一能量产 5 倍光罩尺寸封装且良率优异的厂商，并计划扩展至 9 倍乃至 14 倍。
我们已实际量产 5 倍光罩尺寸的封装。我不认为今天除了台积电之外还有谁能做到，而且良率非常好。所以我们的客户对结果非常满意。原文 (en)
We are in the real-world production of 5x reticle size. I don't believe that anybody can do that today except at TSMC, and the yield is excellent. So our customers are very satisfied with the result.