According to industry insiders, TSMC has received orders for artificial intelligence (AI) chips from major cloud service providers (CSPs), including Microsoft's 5nm chip order. According to sources, TSMC is a beneficiary of both the previous wave of smartphone self-developed chips and the next generation of AI self-developed chips in the relevant supply chain. Microsoft's data center is expected to use both Arm CPU and dedicated AI accelerator in early 2024, both of which are manufactured using TSMC's 5nm production process.