BBC Audio | Business Matters
https://www.bbc.com/audio/play/p0nrb77t
Publish Date: 2026-06-11 05:40:00
Source Domain: www.bbc.com
Here are six key points from the article:
– The next big demand for artificial intelligence (AI) chips will likely come from humanoid robots designed to care for aging populations, according to Wendell Huang, CFO of TSMC.
– Robot carers and autonomous vehicles are seen as major commercial opportunities as societies face aging populations, potentially overshadowing the current boom in AI data centers.
– TSMC, the world’s leading semiconductor manufacturer, is rapidly expanding across multiple countries, though new plants take considerable time to construct and reach full production capacity.
– Despite investor concerns about overinvestment in AI, Huang believes it to be a “multi-year structural megatrend” driven by significant financial backing from major tech firms.
– The most advanced chips are expected to continue being developed in Taiwan, where proximity between research and manufacturing teams is crucial, despite efforts by TSMC to establish facilities in the U.S. and elsewhere.
– Huang criticizes the notion that government subsidies alone can guarantee success in semiconductor manufacturing, highlighting TSMC’s advantages in technology, execution, and customer trust.
