魏哲家：先进制程不够用，还是不够

Core Viewpoint - TSMC's leadership, including Chairman Wei Zhejia and former Chairman Liu Dedin, received the Robert N. Noyce Award, highlighting the company's pivotal role in the semiconductor industry and its advancements in manufacturing technology, particularly in response to the growing demand for AI capabilities [1][3][4]. Group 1: Award Recognition - TSMC's Wei Zhejia and Liu Dedin were honored with the Robert N. Noyce Award, the highest accolade in the semiconductor industry, during a ceremony in San Jose, California [3][4]. - This award is a recognition of TSMC's long-term contributions to advanced processes, packaging, and manufacturing ecosystems, marking a significant achievement for the company [1][5]. - The award ceremony featured notable figures from the semiconductor and AI industries, symbolizing the core strength of the AI chip supply chain [1][2]. Group 2: Industry Impact and Demand - Wei Zhejia emphasized that the current production capacity of TSMC is insufficient, stating that it is approximately three times below the expected demand from major clients [2]. - The demand for advanced processes is driven by AI, with Wei's remarks indicating a strong and growing need for semiconductor manufacturing capabilities [2][3]. - TSMC's advancements from 7nm to the upcoming 2nm process nodes illustrate its commitment to innovation and its foundational role in the AI era [1][5].