en.Wedoany.com Reported - TSMC (Taiwan Semiconductor Manufacturing Co.) is facing capacity constraints, with surging demand for artificial intelligence hardware prompting the company to accelerate the expansion of its production facilities. TSMC CEO C.C. Wei stated at the shareholders' meeting in Hsinchu City, Taiwan, that it will still take considerable time to meet customer demand.

TSMC is ramping up capacity at its semiconductor plant in Arizona, USA, while fully utilizing all existing production lines. The company's output has grown significantly: 3.3 million wafers were exposed in the first quarter of 2025, approaching 4 million in the fourth quarter, and reaching nearly 4.3 million in the first quarter of 2026. These figures are calculated based on 300mm wafers or their equivalents, including conversions from the output of older 200mm wafer production lines.

TSMC is the largest company in the Taiwan region, manufacturing chips for clients such as Apple, Nvidia, and AMD. Apple is currently its largest customer, but Nvidia may become the most important client this year. Company management expects revenue this year to grow by more than 30% compared to 2025.

Despite extremely strong market demand, C.C. Wei has not adopted a strategy of significant price hikes. He told shareholders that stable business development is a priority. According to Bloomberg, TSMC's latest quarterly financial report showed rising profit margins, suggesting some price increases, but without the drastic price fluctuations seen in the memory market. AI data center operators are also purchasing memory in advance. TSMC's stock price has risen approximately 38% since the beginning of the year, more than doubling year-on-year.

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