Demand for AI chips will stay very strong through about 2029 or 2030.
C.C. Wei, TSMC · made Jul 16, 2026 · target Dec 2030 · Open
I believe from this day on all the way to probably 2029, 2030, the demand is very strong.
The prediction
- Who
- C.C. Wei, Chairman and CEO, TSMC
- Made
- Jul 16, 2026
- Target
- Dec 31, 2030 (stated as "all the way to probably 2029, 2030")
- Status
- Openin 4 years
- Source
- TSMC Q2 2026 earnings conference transcript Primary: their own words
More from C.C. Wei
| Prediction | ||||
|---|---|---|---|---|
| Jul 16, 2026 | TSMC revenue will grow slightly more than 40% in 2026, in US dollars.Open · target Dec 2026 | Dec 2026full-year 2026 | Compute | Open |
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Links
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