TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC reported record revenue of $122.42 billion for 2025, driven by AI and HPC processor sales, accounting for 58% of revenue. Despite concerns about an AI bubble, TSMC plans to invest $52-$56 billion in CapEx to meet demand. The company's CEO emphasized the importance of careful investment to avoid disaster. TSMC's focus on advanced technologies like 3nm, 5nm, and 7nm processes contributed to its success, with plans to expand production capacity in Taiwan and Arizona. Despite competition from Intel Foundry and Samsung, TSMC remains confident in its ability to sustain growth and innovation in the semiconductor industry.