Although companies like Intel, Nvidia, Huawei, AMD and many others are fighting to master the artificial intelligence chips (AI), Taiwan Semiconductor Manufacturing Company (TSMC) knows it will be the true winner. In a meeting with shareholders, the company acknowledged that it dominates the foundry sector and there is no way manufacturers escape its services.
“We do not judge who will win, because in the end they will all come to us”, Said the company’s CEO and president, Wei Zhejia – also known as CC Wei. According to him, the company provides the best solutions for the production of GPUs and Asics systems, among other solutions, effectively” dominating the market “.
TSMC’s top customers is Nvidia, which depends on its structures to produce hopper and blackwell chips. Besides having some of the largest specialized semiconductor factories in the world, The company also quickly advances in the development of new lithographs.
While requests for their 2 nanomers solution remain high, the company is already preparing to deliver a 1.4 nanometer technology. Lithography known as A14 promises significant improvements compared to its predecessor – and can be ready for mass production as early as 2028.
According to CC Wei, although the tariff war between the United States and China should affect its business, this is not something that generates much concern at the present time. The CEO said that despite the uncertainties the situation causes, the demand for its AI chips continues to overcome its productive capacity.
At the same time, the executive stressed that his current focus is on increasing his productive capacity. He notes that, while No need to deal with the restrictions resulting from the COVID-19 pandemicit is still necessary to strive to correspond to the requests of their partners.
For this, TSMC is working on the expansion of its production lines in Arizona, as well as new endeavors in places like the United Arab Emirates. However, the company’s position as a strategic ally of the United States government can cause some of its plans to be barred.
Fonte: PC Gamer, Taiwan Economic Daily
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Source: https://www.adrenaline.com.br/hardware/tsmc-ja-sabe-quem-vai-ser-o-grande-vencedor-da-guerra-de-chips-para-ia/
