TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings (arstechnica.com)
(Saturday January 17, 2026 @11:34AM (BeauHD)
from the supply-and-demand dept.)
An anonymous reader quotes a report from Ars Technica:
> On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) [1]reported record fourth-quarter earnings and said it [2]expects AI chip demand to continue for years . During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry's long-term trajectory, he remains bullish on AI. "All in all, I believe in my point of view, the AI is real -- not only real, it's starting to grow into our daily life. And we believe that is kind of -- we call it AI megatrend, we certainly would believe that," Wei [3]said during the call. "So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."
>
> TSMC [4]posted net income of NT$505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above analyst expectations. Revenue hit $33.7 billion, a 25.5 percent increase from the same period last year. The company expects nearly 30 percent revenue growth in 2026 and plans to spend between $52 billion and $56 billion on capital expenditures this year, up from $40.9 billion in 2025.
[1] https://investor.tsmc.com/english/quarterly-results/2025/q4
[2] https://arstechnica.com/ai/2026/01/tsmc-says-ai-demand-is-endless-after-record-q4-earnings/
[3] https://seekingalpha.com/article/4860033-taiwan-semiconductor-manufacturing-company-limited-tsm-q4-2025-earnings-call-transcript
[4] https://investor.tsmc.com/english/quarterly-results/2025/q4
> On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) [1]reported record fourth-quarter earnings and said it [2]expects AI chip demand to continue for years . During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry's long-term trajectory, he remains bullish on AI. "All in all, I believe in my point of view, the AI is real -- not only real, it's starting to grow into our daily life. And we believe that is kind of -- we call it AI megatrend, we certainly would believe that," Wei [3]said during the call. "So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."
>
> TSMC [4]posted net income of NT$505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above analyst expectations. Revenue hit $33.7 billion, a 25.5 percent increase from the same period last year. The company expects nearly 30 percent revenue growth in 2026 and plans to spend between $52 billion and $56 billion on capital expenditures this year, up from $40.9 billion in 2025.
[1] https://investor.tsmc.com/english/quarterly-results/2025/q4
[2] https://arstechnica.com/ai/2026/01/tsmc-says-ai-demand-is-endless-after-record-q4-earnings/
[3] https://seekingalpha.com/article/4860033-taiwan-semiconductor-manufacturing-company-limited-tsm-q4-2025-earnings-call-transcript
[4] https://investor.tsmc.com/english/quarterly-results/2025/q4