Paid articlePaywallTSMC Vs. Intel: Goliath Is Defeating David:
Intel's balance sheet hasn't improved, while TSMC maintains impressive margins. Read why I upgraded INTC stock to ...
seekingalpha.com/article/4951244-tsmc-vs-intel-goliath-is-defeating-david
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Intel’s David Zinsner Says 14A Improving Fastest Since 2012 Node, Betting Foundry’s Future On TSMC Fight
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Paid articlePaywall Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond
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TSMC says AI demand is “endless” after record Q4 earnings: Amid fears of bubble, world's top chipmaker TSMC says customers just keep asking for more.
arstechnica.com/ai/2026/01/tsmc-says-ai-demand-is-endless-after-record-q4-earnings/
Key FactsTSMC Boosts Spending Amid AI-Driven Profit Surge
Jan 15, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: bnnbloomberg.ca
Summary created with AI assistance · Source: bnnbloomberg.ca
- TSMC reported a 35% increase in net profit to NT$506 billion for the October-December quarter.
- Revenue for the same period grew by 21% to over NT$1.046 trillion.
- Capital expenditure is set to rise to $52-$56 billion in 2026, up nearly 40% from last year.
- The company is expediting new plant construction in Arizona to meet growing client demand.
AI is real. Not only real, it’s starting to grow into our daily life.— C. C. Wei, TSMC chairman and CEO, addressed concerns about an AI bubble.
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dlvr.it Nov 27 25
TSMC lawsuit claims former exec is probably leaking secrets to Intel: : Chipzilla can certainly use foundry smarts, but denies the allegation
theregister.com/2025/11/27/tsmc_intel_trade_secrets_case/
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