TSMC Sales Ride AI Demand Boost

The video discusses the significant impact of AI on the market, highlighting how investor interest in AI has driven up TSMC's share price despite expected sales drops. It also covers the weak performance of the smartphone market, particularly in China, and the potential for AI and high-performance computing chips to become major revenue drivers for TSMC.

What has been a major factor in the rise of PSMC's share price this year?

• Reduced capital expenditure

• Increased smartphone sales

• Investor interest in AI

• Higher consumer electronics demand

What is the current state of the smartphone market according to the transcript?

• Dominated by new technology

• Weak, especially in China

• Stable with no major changes

• Experiencing significant growth

Which sector is expected to have low demand this year?

• Real estate

• Healthcare

• Consumer electronics

• Automotive

What type of chips is TSMC focusing on for future growth?

• Graphics processing units

• High-performance computing chips

• Smartphone chips

• Memory chips

What is the potential future role of AI for TSMC?

• A secondary market focus

• An obsolete technology

• The main course driver

• A minor contributor to sales