Overview
- - China’s statistics agency, which briefed reporters Thursday, said average daily AI token calls reached more than 140 trillion in March, up over 40% from late 2025.
- - Tokens are the small chunks of text models read and write, so a jump in token calls means far more real use of AI systems across apps and services.
- - Following Thursday’s earnings release, TSMC reported Q1 net profit of NT$5725 billion, a record driven by advanced nodes and packaging for AI chips, with 3nm making up 25% of wafer revenue and high‑performance computing up 20% from the prior quarter.
- - After the results, TSMC’s chairman said building an advanced fab typically takes 2–3 years plus 1–2 years to ramp, signaling why customers face long lead times even as he voiced confidence in TSMC’s technical lead.
- - At Wednesday’s online video conference in Chengdu, Tencent Video said it is producing end‑to‑end AI long dramas and 90‑minute films that could debut in the third quarter, while iQiyi’s CEO urged creators to submit high‑quality AI works and predicted potential AI‑made hits this summer or fall.