2026-01-15 21:47:29

TSMC's latest earnings tell quite a story. The chipmaking giant just posted a 35% surge in net profit last quarter—and that's pretty much all thanks to AI. Now here's what gets interesting: they're banking hard on this trend, planning to hike capital expenditure by close to 40% throughout the year. Think about what that means. More fab capacity, more production lines, all geared toward keeping up with the insatiable demand for AI chips. Whether it's data centers, GPUs, or specialized processors, the entire infrastructure layer is getting a massive upgrade. For anyone tracking where the real economic activity flows in this AI boom, TSMC's move signals something crucial—the money isn't just in software or apps, it's in the actual hardware backbone that makes everything run. This capital intensity reflects how serious the competition has become to meet global chip demand.

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ThreeHornBlasts

· 19h ago

TSMC's growth this wave is entirely driven by AI, and a 35% increase in net profit is just outrageous... They plan to increase capital expenditure by another 40%, which is like telling everyone that chips are the real gold and silver. TSMC is really gambling with its life, trying to eliminate so much fab capacity in a year, fearing they can't keep up with the crazy demand from AI. Wait, where did all the money from software and applications go? Or is this wave of dividends simply not meant for them... A 35% growth sounds great, but with a 40% capex investment, can it really guarantee returns? Something feels off. TSMC is pouring money into expanding production madly— is this driven by a fear of the global chip shortage or is AI really worth this much? The core of hardware is the real king; now it's clear. Should those who hype AI software applications reconsider their logic... Capital competition has escalated to the hardware level— what does this mean? The chip shortage is never-ending. TSMC's move is too aggressive, directly putting all the pressure on "whether they can keep up."

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metaverse_hermit

· 01-15 22:10

TSMC's recent earnings are really driven purely by AI, with a 35% surge—nothing more to say. The issue is the 40% increase in capex... How much money do they have to pour in? TSMC is betting big on AI chips, with a 40% capex growth—this pace is a bit aggressive. It's outrageous. The software folks are still blowing hot air, but all the money is flowing into hardware. TSMC is the real winner. NGL, the chip infrastructure is the true gold mine for AI, much more reliable than those application stacks. TSMC's move is aggressive—annual investment growth of 40%. They're betting that the AI wave won't turn back. So basically, the real beneficiaries of AI are still the chip manufacturers... software startups need to wake up. TSMC: I'll just quietly watch you all burn money, I’m here to sell shovels. Wait, a 40% increase—how much pressure does that put on costs... Can TSMC really handle it? Chips are the real infrastructure in the AI era. TSMC's move was the right one.

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TopBuyerBottomSeller

· 01-15 22:05

TSMC's full bet on AI this time is no joke. With 40% of capital expenditure poured in, they are aiming to dominate alone. NGL, making chips now makes more money than coding. Who still plays with software... TSMC is playing a big game; the global chip shortage has just begun, right? The logistics line of the chip war is tightly controlled, and the winner is already decided. Wait, are these numbers too aggressive... Should we worry about overcapacity?

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PerpetualLonger

· 01-15 22:00

It's TSMC again, with a 35% net profit growth. AI is the key, so I have to hold on tighter and not miss this wave. Increasing capital expenditure by 40%? Bro, that's a signal. Hardware at the core is the real deal. I’ve been saying not to be fooled by those short sellers. Full positions will continue, breakthroughs are still ahead. Trust me.

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LiquidityWitch

· 01-15 21:50

35% net profit growth is entirely supported by AI, TSMC has bet all its chips, which is really a bit desperate. In terms of chip capacity, whoever can block the other wins. Now you understand. Wait, 40% capital expenditure... how much money does that take? That's a bit crazy. The software folks are still dreaming; hardware is the real cash cow in this AI round. TSMC's move is ruthless, directly locking in downstream demand. But to be fair, can such heavy spending really be sustained? It feels a bit like gambling. If a chip shortage really occurs, TSMC's early deployment will be a big win.

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