Chairman‑CEO C.C. Wei declares wafer supply insufficient as AI‑accelerator demand outpaces production.
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(Image credit: Semiconductor Industry Association) “Not enough, not enough, still not enough.” Those were the words of TSMC Chairman and CEO C. C. Wei at the Semiconductor Industry Association (SIA) Awards in San Jose on November 20, as he gave a rather blunt assessment of the company’s capacity situation as customer demand continues to rise. He further estimated that TSMC’s existing advanced‑node capacity is still roughly three times short of what its major customers plan to consume.
TSMC Chairman C.C. Wei said advanced process capacity is “not enough, not enough, still not enough” as customer demand continues to far outpace expectations, during an SIA awards ceremony Friday, media report, quoting him saying “TSMC’s capacity is around 3-times short (3X)”.… November 24, 2025
TSMC has been increasing its advanced-node output through recent expansions in Japan, the U.S., and Europe, but the scale of AI-driven demand continues to exceed expectations. While he didn’t specify which nodes were included in his estimate, the company defines its advanced processes as those at 7nm and below, including 5nm and 3nm in current mass production and 2nm — which has had its production plans expedited in response to demand — scheduled to begin ramping soon.
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Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/tsmc-csays-advanced-node-capacity-falls-short-of-ai-demand#main
- https://www.tomshardware.com
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