TSMC says it is confident in its position as its CEO responds to growing interest in Intel and the future of advanced chip manufacturing. Speaking at an earnings conference, CEO C.C. Wei says that TSMC has no worries about Intel Foundry’s recent market advancement. He further emphasizes that the long-term experience and execution matter more than investment alone, and that Intel cannot complete just by “throwing money.”
How the TSMC CEO views Intel amid its recent chip progress
TSMC continues to be a leader in the global foundry market. The company is backed by years of experience, product discipline, and strong ties with major tech consumers. It has recently benefited from growing demand for AI and high-performance computing chips. They require the most advanced manufacturing process and have already pushed TSMC’s capacity close to its limits. Due to the surge, some buyers are finding it hard to place new orders for the advanced chips.
These capacity limits have created opportunities for TSMC’s rivals , Samsung and Intel. Intel has made visible progress with its 18A and 14A process technologies. Companies like Apple, NVIDIA, AMD, and Qualcomm have also shown interest in buying Intel chips. This does show that Intel’s efforts are being taken seriously. Despite that, most partnership is still at an early stage, and the company has yet to begin a large-scale manufacturing process.
The CEO says that execution and experience matter a lot more than just capital
In the earnings call, the CEO explains that advanced chip manufacturing is not something that can be mastered by investment alone. He adds that the success depends on lot of other factors, such as preparation of production lines, close coordination with design partners, and the ability to scale manufacturing. According to the executive, these factors take decades to build. They can’t be replicated so easily, even with strong financial backing.
Considering all the factors, the CEO says that TSMC isn’t worried about Intel’s recent market progress. He adds that the company’s experience and focus on execution will keep it ahead in the chip industry. At the same time, TSMC is increasing its own global investments , including expanding operations in the United States. It is also setting up an advanced 3nm production facility in Arizona to meet strong demand from U.S. customers.
