TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation Kathrin Hille / Financial Times : Financial Times 2025-01-16 Kathrin Hille TSMC, Kathrin Hille Related Coverage TSMC says AI to drive growth for years despite political concerns Nikkei Asia TSMC reports Q4 sales up 38.8% YoY to ~$26.38B, net income up 57% YoY to ~$11.4B, both above estimates; stock jumped 80%+ in 2024, its biggest gain since 1999 Bloomberg TSMC aims to build supply chain in U.S. to cut costs Focus Taiwan MORE Export Controls: Foundry, DRAM, and Reflections on Biden ChinaTalk TSMC Profits Surge 57% on Strong Demand for AI Chips The Information [News] TSMC: U.S. Chip Export Controls “Manageable”; Arizona Fabs Progress Ahead of Schedule TrendForce News TSMC logs record quarterly profit, sees hefty revenue growth in early 2025 RTÉ TSMC logs record quarterly profit, sees hefty revenue growth in early 2025 Reuters Discussion @firstadopter Tae Kim on x TSMC CEO C.C. Wei when asked about CoWoS order cut rumors. CoWoS advanced chip packaging is needed to make Nvidia AI GPUs. Wei replies CoWoS order cuts “won't happen” and CoWoS orders “continue to increase”