Whalesbook
Duniya ke sabse bade chip maker, Taiwan Semiconductor Manufacturing Co. (TSMC) ne apne capital expenditures ko 2026 tak $52 se $56 billion tak badhane ka plan kiya hai, jo lagbhag 40% ka bada izafa hai. Yeh tezi pichhle saal ke aakhiri quarter mein artificial intelligence ki zabardast growth ki wajah se net profit mein aaye 35% ke zabardast jump ke baad aayi hai.
AI Se Chalne Wala Profit Surge
TSMC ne October-December quarter ke liye apna net profit 506 billion new Taiwan dollars ($16 billion) report kiya hai, jo pichhle saal ke muqable mein 35% ka significant izafa hai. Is performance ne analysts ki expectations ko piche chhod diya. Revenue mein bhi 21% ka saal-dar-saal izafa hua, jo 1.046 trillion new Taiwan dollars ($33 billion) se zyada hai.
Badi Capital Expansion
Company ke future-looking investment plans future demand par mazboot trust dikhate hain. 2026 ke liye propose kiye gaye $52 se $56 billion ke capital expenditure budget ne pichhle saal ke lagbhag $40 billion ke budget ko bahut peeche chhod diya hai. Yeh strategic move Nvidia aur Apple jaise tech giants ke liye supplier ke taur par TSMC ki dominant position ko aur mazboot karta hai.
Taiwan mein list hui TSMC ke shares ne saal-dar-saal ab tak 6% se zyada gain kiya hai, jo AI-driven market mein iske critical role par investor confidence ko dikhata hai.
AI Optimism Ko Handle Karna
Chief Financial Officer Wendell Huang ne kaha ki company apne leading-edge process technologies ki continuous strong demand expect karti hai, aur spending agle teen saal mein "significantly higher" rehne ki umeed hai.
AI bubble ki potential concerns ko address karte hue, Chairman aur CEO C. C. Wei ne badhti hui demand ke tangible nature par mazboot vishwas jataya. "AI is real," Wei ne kaha, "Sirf real nahi, yeh hamari rozmarra ki zindagi mein grow karna shuru kar raha hai."
$1.4 trillion ke market capitalization ke saath, TSMC Asia ki sabse valuable company hai. Morningstar ke analysts iski unique position ko highlight karte hain, aur kehte hain ki "almost every AI company relies on TSMC to make chips," jisse yeh market share shifts ke liye resilient banti hai. Company ko "deep-pocketed" customers se bhi fayda milta hai, jo short-term demand fluctuations ke khilaaf ek buffer provide karte hain.
Taiwan ke alawa, TSMC Arizona, USA mein naye plants ka construction accelerate kar raha hai, jo US mein lagbhag $165 billion invest karne ki commitment ka hissa hai. Is expansion ka aim substantial client demand ko poora karne ke liye ek fabrication cluster banana hai.