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TSMC CEO Stresses Choosing Chipmaking Tech Isn't Like Buying Milk From 7-Eleven & Admits He's Jealous of Samsung's Profits
Wccftech • • general
Key Points:
- TSMC CEO Dr. C.C. Wei emphasized that selecting and ramping up semiconductor manufacturing technology is a complex, multi-year process that involves deep collaboration with customers, contrasting it with a simple consumer choice like buying milk from a convenience store.
- Wei expressed admiration and jealousy toward Samsung Foundry for its significant profitability in the highly competitive semiconductor market.
- In response to questions about competition from Intel and Samsung, Wei noted that TSMC also receives government support, though it is not publicly disclosed, and stressed that customer trust and technological expertise are critical for foundry success.
- The discussion referenced ASML's plans to increase production capacity of its low numerical aperture EUV machines by 30%, highlighting strong demand for advanced chip manufacturing equipment amid the AI chip boom.
- Wei indicated that despite competitors' capacity expansions, chip designers prioritize technology partnership and capability over mere production volume when choosing foundries like TSMC.
