TSMC's CEO, C.C. Wei, clarified during a Q1 conference call that the company is not pursuing any joint ventures with Intel, despite swirling rumors. He noted TSMC's significant revenue growth of 35% year-on-year. The company is building fabs in Arizona, which will contribute to 30% of its 2nm capacity, driven largely by customer demand from firms like Nvidia and AMD. Wei also discussed the uncertainty surrounding tariff policies from the Trump administration and its minimal impact on TSMC's operations.
In response to persistent reports linking TSMC with Intel, CEO C.C. Wei clearly stated, 'we are not engaged in any discussion with other companies regarding any joint venture, technology licensing or technology,' emphasizing TSMC's current focus.
Wei highlighted TSMC's commitment to building fabs in Arizona, which will be essential in meeting the customer demand from key clients like Nvidia and AMD, and not merely a response to tariff threats.
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