AI Chip Demand to Fuel Semiconductor Industry Growth

The CEO of a major supplier to Taiwan Semiconductor Manufacturing Co. believes that the demand for AI chips will drive significant growth in the semiconductor industry in the coming years. He dismisses concerns about overblown investor expectations, stating that the AI boom is just beginning. Despite recent setbacks for Nvidia, the CEO remains optimistic, citing strong growth in AI chip-related equipment sales and anticipating continued growth for his company. He points to the widespread adoption of AI applications in the future as a key driver of this growth.