Recently, TSMC Chief Financial Officer Huang Renzhao appeared at the Goldman Sachs Communacopia+ Technology Communications Technology Conference to share information on the prospects of the artificial intelligence industry and the company's internal operations. TSMC management continues to view AI as a multi-year trend and emphasizes that it is still in its very early stages. Management pointed out that AI is shifting from generative AI to AI agents, which will further expand computing requirements from GPUs and custom AI accelerators to CPUs. TSMC revealed that demand for the N3 process is particularly strong. Unlike in the past, where demand usually began to decline two or three years after the launch of the node, TSMC is still increasing N3 production capacity, and the supply is expected to remain insufficient. Advanced packaging production capacity is also tight. CoWoS is still tight, and TSMC has begun to outsource part of the packaging process to OSAT partners.

Recently, TSMC Chief Financial Officer Huang Renzhao appeared at the Goldman Sachs Communacopia+ Technology Communications Technology Conference to share information on the prospects of the artificial intelligence industry and the company's internal operations. TSMC management continues to view AI as a multi-year trend and emphasizes that it is still in its very early stages. Management pointed out that AI is shifting from generative AI to AI agents, which will further expand computing requirements from GPUs and custom AI accelerators to CPUs. TSMC revealed that demand for the N3 process is particularly strong. Unlike in the past, where demand usually began to decline two or three years after the launch of the node, TSMC is still increasing N3 production capacity, and the supply is expected to remain insufficient. Advanced packaging production capacity is also tight. CoWoS is still tight, and TSMC has begun to outsource part of the packaging process to OSAT partners.