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On January 15, Jake Lai, a seasoned analyst at Counterpoint Research, highlighted that the unrelenting surge in AI demand is fueling growth in chip requirements for the server sector. The year 2026 is anticipated to mark another 'milestone year' for AI server demand. TSMC is actively ramping up its 2-nanometer production capabilities and making strategic investments in new manufacturing lines, efforts that have already begun to yield financial returns for the company. Alongside the ongoing expansion of cutting-edge packaging technologies, TSMC is poised to sustain its robust growth trajectory into 2026. Nevertheless, Jake Lai cautioned that the demand for chips in consumer electronics, such as smartphones and personal computers, might face headwinds due to the prevailing memory shortage and consequent price hikes.
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