Harkaram Grewal / implicator - TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
Back to Top / Thursday, January 15, 2026, 5:21 pm / permalink 17957 / 6 stories in 7 wks
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