Technology

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

Source

Tom's Hardware

Published

Jan 15, 2026

TL;DR

AI Generated

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.

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Microsoft just killed Edge’s Collections and Sidebar for more Copilot, after years of pushing both features

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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

TL;DR

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Microsoft just killed Edge’s Collections and Sidebar for more Copilot, after years of pushing both features

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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

TL;DR

Similar Articles

Microsoft just killed Edge’s Collections and Sidebar for more Copilot, after years of pushing both features

NSA using Claude Mythos for 'offensive cyber operations,' report claims — says 'half-a-dozen' Anthropic engineers embedded inside the agency

Seattle to pass one-year AI data center moratorium next week — will use window to study community impact of AI buildouts

CEO Interview with Daniel Schall of Black Semiconductor