“Not enough, not enough, still not enough.” Those were the words of TSMC Chairman and CEO C. C. Wei at the Semiconductor Industry Association (SIA) Awards in San Jose on November 20, as he gave a rather blunt assessment of the company’s capacity situation as customer demand continues to rise. He further estimated that TSMC’s existing advanced‑node capacity is still roughly three times short of what its major customers plan to consume.
Wei and former Chairman Mark Liu jointly received the 2025 Noyce Award, with AMD CEO Lisa Su presenting. Wei, who rarely offers off-the-cuff remarks, made the supply-demand imbalance a key theme of his speech. He quipped that he had considered wearing a T-shirt reading “No more wafers” to drive home the severity of the shortage.
