IT News on October 17th: According to a report by the Taiwanese economic newspaper Economic Daily yesterday, TSMC Chairman and President Wei Zhijia stated at a press conference held on the 15th that demand for AI continues to rise, and the supply-demand gap remains large. He also mentioned that TSMC's revenue in US dollars continued to reach new highs this quarter, with annual revenue in US dollars increasing by about 44% year-on-year.

Wei Zhejia emphasized that TSMC is going all out to expand production, as market demand is very strong and continues to grow. 'TSMC's profitability has no upper limit,' but it will not be achieved overnight. TSMC's philosophy and strategy have always been to cooperate with customers, hoping to help them succeed in order to realize its own value.

Wei Zhejia stated that AI applications are transitioning from chatbots to AI assistants, with an increasing usage rate of AI intelligent entities. The popularization of open-source models also helps to improve efficiency and lower the barriers to use, driving demand for more advanced chips. In addition to AI accelerators, there is a continuous increase in demand for AI central processing units (CPUs) and network communication chips, creating more business opportunities for TSMC and its customers.

According to previous reports from IT, TSMC's net profit in the third quarter of 2026 was NT$763.06 billion (Note from IT: The current exchange rate is approximately RMB 157.725 billion), a year-on-year increase of 68.7%; the gross margin in the third quarter was 66.4%, the operating profit margin was 58.7%, and the net profit margin was 51.1%.