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TSMC CEO says profitability has no ceiling, plans High-NA EUV adoption in 2030

What happened

TSMC chairman and CEO C.C. Wei said on October 15 that the chipmaker sees no ceiling on its profitability as demand for AI accelerators continues to outpace supply. Wei also said AI-related growth could exceed the company's long-term forecast and outlined plans to adopt high-numerical-aperture extreme ultraviolet (High-NA EUV) lithography in 2030. The High-NA EUV adoption is a plan, not yet implemented.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

High-NA EUV lithography

TSMC

TSMCHigh-NA EUVAI accelerators2030profitability

Source and time

Source: DigiTimes Asia · 10/15/2026 · View original source

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TSMC CEO says profitability has no ceiling, plans High-NA EUV adoption in 2030

What happened

Impact and signal

Affected components and suppliers

Source and time

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