Notable Quotes
"We plan to build a gigafab cluster in Arizona." — Quarterly earnings call, January 2026
"You're trying to ask us whether AI demand is real or not. I'm also very nervous about it. We're investing $52 billion to $56 billion in capex, right? If we don't do it carefully, that'd be a big disaster for TSMC." — Q4 2025 earnings call
"AI is real. Not only real, it's starting to grow into our daily life. Can the semiconductor industry be good for three, four, five years in a row? I'll tell you the truth, I don't know. But I look at AI, it looks like it is going to be endless... that's for many years to come." — Arizona expansion announcement, January 16, 2026
"We will remain disciplined in our capacity planning approach while speeding up capacity expansion in Arizona, with high volume manufacturing at our second fab now expected for the second half of 2027." — DigiTimes interview, January 16, 2026
"On a conference call, TSMC CEO C.C. Wei raised the company's AI-related chip revenue growth forecast to a mid-to-high 50% annual rate for 2024–2029, up from the prior mid-40% outlook." — Conference call, January 2026