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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

  • Tom's Hardware faviconTom's Hardware

    Jan 15, 2026, 5:14 pm79 pts
    photo of 'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says… imageTSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
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