TSMC CEO C.C. Wei openly expressed his "envy" towards memory manufacturers' 86% gross margin, emphatically stating that the robust demand for AI will continue until 2030.

BlockBeats News, July 16th. TSMC announced today better-than-expected quarterly earnings and raised its full-year revenue and capital expenditure outlook significantly. Chairman and CEO Mark Liu stated during the meeting, "I'm very envious" of the memory manufacturers' up to 86% gross margin, while explicitly stating that AI is a new industry, and strong demand will continue until 2030.

TSMC's second-quarter financial report showed a net profit of NT$706.6 billion, exceeding the market's expectation of NT$623.73 billion, with a gross margin of 67.7%, also better than expected. Mark Liu expressed his envy for the memory companies' 86% gross margin, saying, "I'm really jealous about the memory companies. 86% gross margin." However, Mark Liu emphasized that as a partner of memory customers, TSMC would not suddenly raise prices significantly to squeeze customers out of the market. "Our customers must succeed. One of my Korean competitors did make a huge profit, and to be honest, I envy that."

ソース：BlockBeats

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