US EditionAI Market Looks More Like Boom than Bubble After TSMC Earnings
TSMC's planned capital spending increase to $52–$56 billion reflects broad AI chip demand with hyperscaler investments rising to $527 billion in 2026, analysts say.
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AI Market Looks More Like Boom than Bubble After TSMC Earnings
What AI bubble? Taiwan Semiconductor Manufacturing Co., the foundry behind Nvidia’s and Apple’s chips and a leading indicator for the state of the artificial intelligence market, predicted Thursday its capital spending would swell at least 27% this year, to a range of $52 billion to $56 billion. “Moving into first quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies,” Wendell H…
Apple Loses Pricing Edge at TSMC as AI Chip Demand Forces Higher Costs, TSMC’s Profit Jumps 35% ~ My Mobile India
Highlights TSMC has imposed steep price hikes and Apple now faces tougher competition for chip production capacity. TSMC’s net profit jumped 35% in Q4, revenue rose 21%, and capital spending is set to increase by about 40%, reinforcing its dominance in advanced chip manufacturing. Analysts view TSMC as a primary beneficiary of the AI wave, […] The post Apple Loses Pricing Edge at TSMC as AI Chip Demand Forces Higher Costs, TSMC’s Profit Jumps 35…
During a gold rush, you should sell pickaxes, and during an AI rush, it's best to sell chips. The tech world has gone absolutely crazy for 21st-century silicon pickaxes, prompting the largest chip manufacturer to post record financial results. The semiconductor giant, along with their announcement, provided some additional insights into the future of the entire tech industry. The outlook is positive for business customers and investors, but not …
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