Rumor
Rumor: TSMC Chairman C.C. Wei to Visit Alibaba and Other Mainland Chip Designers
Tuesday, December 2, 2025 at 03:21 AM
TSMC Chairman C.C. Wei is reported to be leading a delegation, including two Vice Presidents, to attend the OIP Ecosystem Forum in Nanjing on December 4th. During the trip, he is also rumored to personally visit Alibaba and other chip design companies in mainland China after a two-and-a-half-year absence.
Context
TSMC Chairman C.C. Wei is reportedly making his first trip to mainland China in 2.5 years, a significant move amid ongoing US-China tech tensions. He is scheduled to attend TSMC's Open Innovation Platform (OIP) Ecosystem Forum in Nanjing on December 4, 2025. During the trip, he is also expected to meet with major Chinese chip design firms, including Alibaba, to explore potential collaborations, accompanied by two of the company's vice presidents.
This strategic outreach comes at a critical time. While China's share of TSMC's revenue dipped to 8% in Q3 2025 from 11% a year prior, the market's demand remains substantial. The visit is also shadowed by the impending expiration of a US export license waiver for TSMC's Nanjing fab at the end of 2025. By engaging directly with key customers like Alibaba, TSMC appears to be navigating a complex geopolitical landscape, aiming to secure its business in the region while adhering to strict export controls on advanced technology.
Sources (12)
#TSMC Chairman C.C. Wei is reportedly set to travel ...China - TSMC OIP Ecosystem ForumTSMC 2025 China OIP Ecosystem Forum - SilvacoIndustry－Technology－CommonWealth MagazineOnly Three Days to Go! TSMC China OIP is just around ... - InstagramEvents - Taiwan Semiconductor Manufacturing Company LimitedTSMC China OIP Ecosystem Forum - Rambus台積電魏哲家計劃兩年半來首次中國之行，將會見阿里巴巴等 ...
Related Companies
Alibaba
9988
TSMC
2330