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Demand for AI chips will stay very strong through about 2029 or 2030.

C.C. Wei, TSMC

I believe from this day on all the way to probably 2029, 2030, the demand is very strong.
C.C. Wei, TSMC Q2 2026 earnings conference transcript
Who
C.C. Wei, Chairman and CEO, TSMC
Made
Jul 16, 2026 3 months ago
Target
Dec 31, 2030 in 4 years (stated as "all the way to probably 2029, 2030")
Status
Openin 4 years
Source
TSMC Q2 2026 earnings conference transcript Primary: their own words

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