TSMC excludes CPUs from AI accelerator growth forecast

Taiwan Semiconductor Manufacturing (TSMC) is seeing rising demand for CPUs related to agentic artificial intelligence (AI), but has not yet included CPUs in its calculations of AI accelerator demand growth. TSMC chairman C.C. Wei said at the company's earnings conference on October 15 that the…

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TSMC excludes CPUs from AI accelerator growth forecast · TechNews