C.C. Wei's voice came through the conference line without a trace of hesitation. Three words, delivered flat, no performative emphasis. "AI is real."
Not "AI is promising." Not "we're optimistic about AI demand." Real. As in: stop asking us if this is a bubble. Eight consecutive quarters of profit growth, $16 billion in net income for the December quarter alone, and a capex guidance that made Wall Street's projections look timid. TSMC plans to spend up to $56 billion this year building capacity for chips that don't exist yet, for customers who are already lined up, for an AI infrastructure buildout that shows no signs of slowing.
This article continues below.
Sign up once, read everything for free. No algorithms, no fluff—just the AI intel that actually matters for your work.
Get free access →
