Taiwan Semiconductor Manufacturing Co. (TSMC) reports that its monthly sales rise about 30%, reflecting sustained demand for chips used in artificial intelligence infrastructure. Multiple reports attribute the increase to ongoing spending by customers building data centers and related computing capacity. Separate coverage also quotes TSMC’s chief executive, C.C. Wei, saying AI-driven demand will continue to exceed available chip supply for years. The company frames production capacity as a key constraint, indicating that supply shortfalls are not expected to be resolved quickly despite continued ramping of manufacturing. The reports collectively describe a cycle in which strong AI demand supports revenue momentum, while limited ability to meet that demand limits how quickly customers can be served. Overall, the sources present a consistent picture: TSMC’s sales growth is linked to AI chip demand that remains strong, and the company warns that supply will remain insufficient relative to demand over a multi-year horizon.