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TSMC delivered another stellar performance in the third quarter, with revenue up 50% year-on-year and earnings per share hitting a record NT$29.43. CEO C.C. Wei emphasized that surging AI demand has the company racing to expand capacity and develop advanced packaging technologies. Last week, reports emerged that TSMC was considering building a factory in Texas, amid claims from Tesla CEO Elon Musk that discussions were underway. Wei addressed the speculation for the first time at the company’s latest earnings conference. Let’s hear more.

Voice of C.C. Wei
TSMC CEO
The demand is extremely robust, getting higher and higher. We look at it from every angle. [We do our own] one more step to check the data center build-out. [Demand is] higher than the supply, and we are working very hard to narrow the gap. [We did] expand our capacities’ consideration to see outside Arizona. We sent the teams to Texas to do all the evaluation. We also talked to one of our customers who’s trying to build a fab, Terafab [and] see whether we can be utilizing that actual capacity. We are still in discussions. The fab has got to be run by TSMC.

Voice of Wendell Huang
TSMC CFO
[Our CapEx] from 2026 to 2028 is expected to be significantly higher than the past three years. We have no intention to leave any food on the table for others.

TSMC has set its full-year capital expenditure budget between US$60 billion and US$64 billion. The company remains a leader in wafer manufacturing to mass production of advanced packaging at the 5-inch size. It is also developing larger formats and advancing its CoPoS technology, aiming to keep a firm grip on any growing business opportunities that come up.

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