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TSMC Posts Record Fourth-Quarter Profit, Raises 2026 Capital Spending to Over $50 Billion on AI Demand

Taiwan Semiconductor Manufacturing Company reported fourth-quarter net income of NT$505.7 billion ($16 billion), a 35% increase year-over-year that exceeded analyst expectations and established a new quarterly profit record for Asia’s most valuable listed company. Revenue for the quarter reached NT$1.05 trillion ($33.7 billion), up 20.5% from the prior year, driven by sustained demand for the…

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Samsung’s Foundry Ambitions Are Quietly Reshaping the Economics of HBM Production

Samsung co-CEO Jun Young-hyun described the company’s foundry business as “primed for a great leap forward” in his New Year address, citing recent supply deals with major global customers. The statement attracted less attention than the HBM4 headlines, but the foundry dimension of Samsung’s semiconductor strategy may prove equally consequential for the company’s competitive position…

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