Recently, TSMC convened its second-quarter earnings conference call in Taiwan. During the session, Wei Zhejia, the CEO of TSMC, offered his insights on the selection of semiconductor manufacturing processes and the dynamics of market competition. Addressing Morgan Stanley analyst Charlie Chan, he emphasized that customers' decisions regarding chip foundry technology nodes and capacity expansion are anything but impulsive or trivial. Furthermore, he candidly expressed his admiration—tinged with envy—for the substantial profits generated by Samsung's foundry division.
