TSMC says AI demand is “endless” after record Q4 earnings (arstechnica.com)

Taiwan Semiconductor Manufacturing Company (TSMC) announced record fourth-quarter earnings and expressed strong optimism about the future demand for AI chips, expecting it to remain robust for years. CEO C.C. Wei emphasized the transformative role of AI in everyday life, suggesting it represents a significant "AI megatrend." His outlook indicates that ongoing investments in AI technology will solidify its place in the semiconductor landscape, despite uncertainties about the industry's trajectory. As the primary manufacturer for giants like Apple, Nvidia, AMD, and Qualcomm, TSMC's projections carry substantial weight in the AI/ML community. The company's ability to produce advanced semiconductors positions it as a critical player amid escalating US-China tensions over technology trades. TSMC's confidence in sustained AI chip demand underscores the belief that AI innovations and applications will continue to flourish, potentially driving significant advancements in technology and computing power over the coming years.