TSMC(US:TSM) Hua Er Jie Jian Wen·2025-11-25 01:37Core Insights - TSMC's CEO, C.C. Wei, stated that the demand for advanced process capacity is "not enough, not enough, still not enough," indicating that current capacity is approximately three times short of what is needed based on major clients' product plans and growth expectations [1][2] - TSMC has been recognized with the Robert Noyce Award, highlighting its significant contributions to advanced processes, packaging, and manufacturing ecosystems over the years [2] Group 1 - The demand for AI-driven advanced processes has exceeded expectations, with TSMC's current capacity falling short by about three times according to major clients' forecasts [2] - TSMC has successfully transitioned through multiple technology nodes, including 7nm, 5nm, 3nm, and is set to begin mass production of 2nm, establishing a robust global manufacturing footprint essential for the AI era [2] - The award received by TSMC's leadership symbolizes the company's pivotal role in the global supply chain amid rising AI computing demands [1][2]