Taiwan Semiconductor Sees AI Chip Demand Outpacing Supply

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) edged up 1.6% as CEO C.C. Wei told shareholders that, despite U.S. tariffs, AI chip demand far outstrips supply and has not wavered.

Wei explained tariffs hit importers, not exporters like Taiwan Semiconductor, so any impact is indirecthigher prices might eventually dampen demand, but AI demand remains very strong and is consistently outpacing supply.

He noted no shifts in customer behavior amid tariff uncertainty and…