Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over the past three years, TSMC has invested roughly US$101 billion in capex, an...

After posting new high net profit in the fourth quarter, TSMC management projects 1Q26 revenue to land between $34.6 billion and $35.8 billion, representing a year-over-year increase of approximately 38% and a sequential gain of around 4%. On the profitability front, assuming an exchange rate of US$...

TSMC is set to hold its earnings call on the 15th, with demand for advanced process technologies in focus. According to Commercial Times, sources say OpenAI plans to launch a self-developed AI chip, codenamed “Titan,” by the end of 2026, using TSMC’s N3 process. The report adds that a second-g...

TSMC today announced consolidated revenue of NT$1,046.09 billion, net income of NT$505.74 billion, and diluted earnings per share of NT$19.50 (US$3.14 per ADR unit) for the fourth quarter ended December 31, 2025. As reported by Reuters, TSMC already surprised the market with a 20.45% jump in four...

The White House has issued a new order on semiconductor tariffs. According to Reuters, U.S. President Donald Trump on Wednesday imposed a 25% tariff on select AI chips, including NVIDIA's H200 AI processor and a comparable product from AMD, the MI325X. Chips imported to support building up the U....