CEO Commentary:

回答: TSMC Q4’25 Detailed Earnings Highlights:chyang982026-01-15 06:23:39

“AI is real, not only real, it’s starting to grow into our daily life.” “I’m also very nervous about it… we have to invest about $52 billion-$56 billion for the CapEx… If we didn’t do it carefully… that would be a big disaster for TSMC.” “I spend a lot of time… talking to my customer and then customers’ customer… I want to make sure… demand are real… they show me the evidence…”

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