TSMC is reportedly ‘overwhelmed’ by the demand coming from the AI sector, and this has prompted the company to raise CapEX a lot more aggressively over time. TSMC has just reported its Q4 2025 earnings, and based on the trends we are seeing, it is evident that the company is experiencing phenomenal demand, driven mainly by HPC customers like NVIDIA. In comments during the earnings call by TSMC’s C.C. Wei, it is disclosed that the Taiwan chip giant is expected to witness AI demand in full force moving into the year. Here’s how the quarterly results pan out, and we’ll […]
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