TSMC published earnings of NT$ 505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above expert expectations. Profits struck $33.7 billion, a 25.5 percent boost from the exact same duration in 2015. The business anticipates almost 30 percent income development in 2026 and prepares to invest in between $52 billion and $56 billion on capital investment this year, up from $40.9 billion in 2025.

Contacting the consumers’ clients

Wei’s optimism stands in contrast to months of speculation about whether the AI market remains in a bubble. In November, Google CEO Sundar Pichai alerted of “impracticality” in the AI market and stated no business would be immune if a prospective bubble bursts. OpenAI’s Sam Altman acknowledged in August that financiers are “overexcited” which “somebody” will lose a “extraordinary quantity of cash.”

TSMC, which makes the chips that power the AI boom, is wagering the opposite method, with Wei informing experts he spoke straight to cloud service providers to confirm that need is genuine before devoting to the costs boost.

“I wish to make certain that my consumers’ need are genuine. I talked to those cloud service suppliers, all of them,” Wei stated. “The response is that I’m rather pleased with the response. In fact, they reveal me the proof that the AI truly assists their company.”

The profits report landed the very same day the United States and Taiwan completed a trade arrangement that cuts tariffs on Taiwanese products to 15 percent, below 20 percent. The offer dedicates Taiwanese business to $250 billion in direct United States financial investment, and TSMC is speeding up the growth of its Arizona chip fabrication centers to match.