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IT Home · Published October 17, 2026, 10:42

"TSMC's profitability has no ceiling," says Jerry Yang. He cites rising AI demand and a persistent supply-demand gap.

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Jerry Yang, chairman and CEO of TSMC, declares that AI demand is heating up with a significant supply-demand gap remaining. He also previews record-breaking quarterly US revenue for TSMC and projects approximately 44% year-over-year growth in annual US revenue.

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