Liu Deyin, chairman of the leader of the global wafer foundry, said that this year will be a year when TSMC has grown greatly, and the company has deep confidence in the growth of the next few years.
Comprehensive Taiwan United News China Times Economic Daily, etc., TSMC held a common meeting of shareholders on Tuesday (June 4). In the opening speech, Liu Deyin saidNever use this.
Liu Deyin said that TSMC will grow greatly this year, but this is based on the low base in 2023.
He said that the construction trend of global artificial intelligence (AI) servers has continued to rise and vigorously drives the needs of advanced semiconductors.Faith.
Liu Deyin said that TSMC is currently actively working on a global manufacturing footprint layout. No matter in the United States, Japan, or Germany, TSMC must use new methods to establish a new manufacturing base in new places and new social culture.Of course, TSMC will face many challenges, but they are learning and overcoming.
He also pointed out that although TSMC is already recognized as a leading technology -leading company in the semiconductor industry, it will never use this as full. On the contrary, it will accelerate research and development investment. After allFar cannot be satisfied.
Huang Renxun, the CEO of Nvidia, proposed that countries proposed that countries should establish sovereignty AI. Liu Deyin responded that he was optimistic.The corresponding customers are chip design companies, and the business is quite simple.
The shareholders 'meeting on the day will be re -elected by the director. Liu Deyin will retire after the meeting. This is the last time he hosts the shareholders' meeting as the chairman. The current vice chairman Wei Zhejia is expected to take over as the chairman.
According to the list of directors released by TSMC, Director TSMC will be reduced to three seats, and independent directors will increase from six seats to seven seats.
TSMC's income mainly provides chip manufacturing services for many companies including AMD and Nvidia, while Nvidia exceeds the explosive growth of market expectations and the surge in the demand for AI applications will drive the outside world to drive the outside world.Revenue expectations for TSMC.
Nvidia's revenue in the first fiscal quarter this year has doubled to $ 26 billion (about S $ 35 billion).
Huang Renxun Sunday (June 2) During a keynote speech before the Taipei International Computer Exhibition, Nvidia plans to launch a new AI chip family each year and announce that it will launch the Blackwell Ultra chip in 2025. It will be onIn 2026, the next -generation RUBIN chip platform was launched.
This news led to TSMC's stock on the same day by 3.9%. TSMC founder Zhang Zhongmou retired in 2018 and paid the stick to Liu Deyin and Wei Zhe's family. TSMC's stock price has risen by nearly 270%.
