TSMC CEO Warns Chip Shortage to Persist Due to AI Demand (heise.de)

• CEO Wei: Chip shortage will last years; AI demand is the primary driver.
• Wafer production reached 4.3M (300mm eq.) in Q1 2026, up 30% year-over-year.
• Stock up 38% YTD; revenue growth forecast >30%.

"TSMC CEO CC Wei stated at the annual shareholder meeting that the company cannot meet surging AI chip demand in the short term, warning the shortage will last years. TSMC is expanding production in Arizona and maximizing existing fab output. Wafer output reached nearly 4.3 million (300mm equivalent) in Q1 2026. Wei rejects major price hikes despite rising margins. Nvidia is set to overtake Apple as TSMC's largest customer."