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Tom’s Hardware

Technology

Anton Shilov

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC CC Wei United States Intel Corporation Intel Foundry Arizona Nvidia Samsung

Tsmc.

TSMC on Thursday published its financial results for 2025, posting an annual revenue of $122.42 billion for the first time in its history. TSMC's extraordinary results were driven by sales of AI and HPC processors — which accounted for 58% of the company's 2025 revenue — as well as the company's growing market share. To support rising demand for its services as well as tooling of advanced fabs in Taiwan and Arizona, TSMC has committed to increasing its capital expenditure (CapEx) to $52 billion - $56 billion in 2026, which is more than Intel and Samsung spent in 2025 combined. When asked about the prospect of an AI bubble, TSMC's CEO warned the company was "very nervous," hence the hefty CapEx spend. He further warned, "If we did not do it carefully, that would be a disaster for TSMC for sure."

An AI bubble? What AI bubble?

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