On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it 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.

TSMC says leading-edge manufacturing stays in Taiwan, while newer technology could move to US sites after it stabilizes.

Chip giant TSMC plans to build a ‘gigafab cluster’ in the US, with Taiwan committing to US$500 billion investment under a new trade deal.

TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s share of this windfall,

TSMC, el mayor fabricante de chips de computadora del mundo, aumentará su gasto de capital hasta en casi un 40% este año después de reportar un aumento del 35% en su beneficio neto para el último trimestre gracias al auge de la inteligencia artificial,

Taiwan Semiconductor Manufacturing stock was rising. The chip maker reported a 35% increase it fourth-quarter profit. It works with Nvidia, AMD, Qualcomm, and other major AI companies.

Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street’s expectations. Revenue hit $33.73 billion against a $1.03 trillion consensus, while EPS came in at $19.

Taiwan Semiconductor Manufacturing Co. is speeding up construction of its Phoenix "gigafab cluster" after seeing record-breaking earnings last quarter, chairman and CEO CC Wei announced on a Thursday morning investor call.