Core Viewpoints - TSMC's chairman, Wei Zhejia, refuted claims of the company being a "sweatshop," emphasizing that not all 90,000 employees are overworked and highlighting the company's commitment to employee well-being [1][4][11] - TSMC is cautious about AI chip supply and capacity planning, ensuring thorough communication with major clients and cloud service providers to avoid overcapacity issues [4][5][11] - The company anticipates strong growth in AI demand, with expectations for revenue growth of 24% to 26% this year, driven by advancements in AI applications across various sectors [12][11] Employee Treatment and Company Culture - Wei Zhejia stated that TSMC values integrity, innovation, and commitment from its employees, fostering a positive work environment [1][4] - The company recruits like-minded individuals, with approximately 9,000 new employees joining annually [1] AI and Market Position - TSMC is positioned as a leader in technology and manufacturing, with a strong outlook as long as AI remains integral to daily life [2][11] - The company is enhancing its production capabilities to meet the growing demand for AI, with advanced process sales expected to account for 69% of total wafer sales in 2024 [11][12] Financial Outlook - Despite economic uncertainties, TSMC expects to achieve record revenue and earnings this year, with a focus on maintaining high production capacity to meet AI demand [8][11] - The chairman humorously addressed shareholder suggestions for price increases, indicating the company's focus on value and technology leadership [8] Environmental and Regulatory Considerations - TSMC is investing in green energy and addressing ESG concerns, while also navigating regulatory frameworks in Taiwan regarding self-built power plants [9][11] Technology Protection - Wei Zhejia assured shareholders that TSMC's technology is secure, emphasizing the extensive effort and resources required to develop and produce their advanced technologies [14][15] - The company maintains a complex and integrated technology system that is difficult to replicate or steal, reinforcing confidence in its global operations [15][16]
台积电被质疑“血汗工厂”,魏哲家回应:我这么胖,怎么可能
半导体芯闻·2025-06-03 10:39