At TSMC’s annual shareholders’ meeting, CEO C.C. Wei said the Nanjing fab faces no risk and that mature‑node competitiveness there continues to rise. He guided 2026 revenue growth >30% in USD terms , with 2026 CapEx set at $52–56 billion (leaning to the upper end). He sees no peak in capital spending given strong AI demand.
Wei dismissed speculation that TSMC dropped High‑NA EUV, confirming the company has purchased and is developing the tools – only cost currently prevents mass production. Asked about Elon Musk’s Terafab project, Wei replied: “Wish him well.” He noted Intel remains a top‑10 customer, and TSMC works with rivals while protecting its own trade secrets.
On pricing, Wei said TSMC will not follow memory makers’ sharp short‑term hikes, preferring steady long‑term value pricing to sustain customer partnerships.
TSMC raised its dividend to at least NT$24 per share for the year , an increase of over 30%.
ICgoodFind : AI demand keeps TSMC’s fabs full. Wei stresses stable expansion, rational competition, and long‑term customer value over short‑term profit spikes.
