The chipmaking giant's leader doubled down on Taiwan's dominance while flagging US production hurdles that could take years to overcome.
TSMC’s chairman and CEO C.C. Wei delivered a message to the global semiconductor industry on June 4 that was equal parts confidence and caution: Taiwan’s grip on advanced AI chip manufacturing isn’t loosening anytime soon, and anyone expecting otherwise should recalibrate their timelines.
Speaking to reporters after the company’s annual shareholder meeting in Hsinchu, Taiwan, Wei asserted that Taiwan holds a competitive edge in the AI industry that other countries will find extremely difficult to match.
The numbers behind the confidence #
TSMC’s stock price tells part of the story. Shares reached T$2,425 as of June 3, 2026, up from T$950 just one year earlier. That’s roughly a 155% gain in twelve months.
The company has also committed a staggering $165 billion toward building advanced semiconductor capacity in the US, layering on top of a previous $65 billion pledge.
Wei was blunt about the timeline. Fully satisfying US customer demand through local American production will take a “very long time,” he said, pointing to permit and labor challenges that are slowing down TSMC’s initial goal of achieving 30% of 2nm and below production capacity within the US.
On the financial health side, TSMC’s employee profit sharing has been climbing at a notable clip. The company saw roughly 30% increases in both the 2023-2024 and 2024-2025 cycles, with another 30% rise expected in 2026.
Supply still can’t keep up with demand #
Wei acknowledged that TSMC is currently unable to fully meet the soaring demand for AI technology, and the company is working to prevent supply chain bottlenecks from becoming a larger problem.
That demand-supply imbalance naturally raises the question of pricing. Wei addressed it directly, noting the possibility of price increases while dismissing any suggestion of sudden or dramatic hikes.
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