C.C. Wei
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Headlines · 4
- TSMC's C.C. Wei: the more AI tokens consumed, the more TSMC benefits
TSMC chairman C.C. Wei, speaking on October 16 at the book launch of former TSMC CTO Chenming Hu, said he used ChatGPT to prepare his remarks and urged people to use AI more. He said the more tokens AI consumes, the more TSMC benefits, drawing a direct link between end-user AI usage and chip demand. The comments were personal remarks at a public event, not company guidance or disclosed operating figures.
科技新报 · 🔥 0 - TSMC starts mass production of 5x-reticle advanced packaging
TSMC Chairman and CEO C.C. Wei said on the company's fiscal third-quarter earnings call that TSMC has begun mass production of 5x-reticle advanced packaging with “very excellent” yields, claiming no other company can currently match that scale and that customers are satisfied with the results. He said TSMC is developing 9x-reticle packaging and pushing toward 14x; without naming Intel's EMIB or other competing approaches, he said TSMC would be ready if customers cannot secure enough advanced packaging capacity from competitors. IT之家's explainer notes that AI and high-performance computing chips increasingly rely on packaging multiple compute dies and high-bandwidth memory on one large substrate, so larger package areas usually allow more compute, memory and interconnect density but make yields harder to guarantee; the report separately cites Anue's August report that 5.5x-reticle CoWoS is in high-volume production with some customer yields above 98%, and that TSMC plans to extend CoWoS beyond 14x by 2029.
IT之家 AI · 🔥 0 - TSMC to build another 3nm fab in Tainan, production set for first half of 2028
Taiwan Semiconductor Manufacturing Co. said it will build another 3-nanometer chip factory in the southern Taiwanese city of Tainan, with production scheduled for the first half of 2028. The Information reported the move signals confidence that strong AI chip demand will last for years. The report also cites CEO C.C. Wei on strong customer demand, but the quoted passage is truncated, so his full statement is unknown.
The Information · 🔥 0 - TSMC posts sixth straight record profit on AI demand, guides Q4 higher
TSMC reported third-quarter 2026 net profit of NT$763.1bn, up about 69% from a year earlier, on revenue of NT$1.49tn, up roughly 51% — both above estimates and a sixth consecutive quarterly profit record. The company guided fourth-quarter revenue to $52.3bn–$54.3bn and raised its 2026 dollar revenue growth outlook to about 44%; high-performance computing was 68% of revenue, smartphones 21%, and 3nm chips 33% of wafer revenue. Chairman C.C. Wei said AI demand keeps rising and the supply-demand gap remains large, with agentic AI driving CPU and networking chip demand, while striking a cautious note on consumer and price-sensitive markets for 2027; TSMC kept 2026 capital spending at $60bn–$64bn and said it will add another 3nm fab in Tainan, with its second Arizona fab starting mass production in Q3 2027, ahead of schedule.
IT之家 AI · 🔥 0
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