TSMC’s performance is simply too exaggerated—AI infrastructure dividends are being fully enjoyed. Wei Zhejia has even directly said that chips will be in short supply for the next few years, with capital expenditure pushed up to 56 billion. This moat is being dug even deeper than the Pacific Ocean.

CryptoWorld News: TSMC’s May revenue reached 416.98 billion New Taiwan dollars (equivalent to $13.2 billion), up 30% year over year. Benefiting from the global rush to build artificial intelligence infrastructure, TSMC’s sales in April and May combined increased by about 24% year over year. Analysts expect the company’s second-quarter sales to grow by 35%. TSMC Chairman Wei Zhejia said that global chip supply will be unable to meet demand in the coming years and has raised its full-year sales outlook, with capital expenditures expected to reach as high as $56 billion in 2026.