TSMC Record Earnings and U.S. Expansion

TSMC Record Earnings & U.S. Expansion, Claude Cowork - Written By AI, Siri x Gemini partnership, and more.

What I Read This Week: a summary of the content that I consumed this week… 1) TSMC Record Earnings & U.S. Expansion TSMC reported record profitability with a 35% jump in fourth-quarter profit and by platform, High Performance Computing represented 55% of net revenue while smartphones represented 32%. Management indicated that 2026 revenue is expected to grow by 30% and guided capital expenditure to $52–$56B. TSMC historically aligns spending tightly with confirmed demand, but this level of forward investment reflects capacity constraints and a confidence in hyperscalers’ commitment to…

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