Core Insights - TSMC's Chairman and CEO, C.C. Wei, and former Chairman, Morris Chang, received the Robert N. Noyce Award from the Semiconductor Industry Association, marking a significant recognition for the company [1][3] - Wei emphasized the overwhelming demand for advanced process technology driven by AI, stating that current capacity is insufficient, needing to increase by three times to meet customer expectations [3] Group 1 - TSMC's leadership has been recognized with the Robert N. Noyce Award, highlighting the company's impact in the semiconductor industry [1][3] - The award is a continuation of TSMC's legacy, as it is the second time in history that both current and former leaders have received this honor [3] - Wei's remarks on the demand for advanced processes indicate a strong market trend, with customer needs exceeding current production capabilities [3] Group 2 - The company is experiencing a significant surge in demand for wafers, with Wei humorously noting the strong demand by considering wearing a "No more wafer" T-shirt [3] - TSMC's current production capacity is described as inadequate, with a need for substantial expansion to keep up with the anticipated growth from major clients [3]
台积电董事长魏哲家直言:先进制程产能远远不够