董事长暨执行长魏哲家强调公司将维持审慎扩张策略，除了持续评估在德州设立新制造基地的可能性，也正在与伊隆·马斯克的Terafab晶片制造计划商讨潜在合作，并亲自派遣团队实地调查美国资料中心建设及电力供应状况。魏哲家明确表态台积电将全力争取所有商机，绝不放弃任何潜在市场份额。
作为全球AI需求的关键风向标，台积电仰赖为辉达、AMD与Google等巨头制造先进晶片的优势，今年资本支出维持在创纪录的640亿美元，目前海内外正同时推进约20座工厂的建设。展望未来，分析师与金融机构已大幅调高其2027年资本支出预期至850亿到900亿美元，海外扩厂稀释毛利以及次世代先进制程的定价策略将成为后续观察重点。
Taiwan Semiconductor Manufacturing Co. delivered a better-than-expected revenue outlook, projecting fourth-quarter sales of up to $54.3 billion, which would translate into an approximate 44% increase in full-year 2026 revenue following a 69% profit surge in the third quarter. However, the strong forecast failed to fully halt a broader selloff in global tech and AI stocks, as market participants remain cautious over moderating profit margins and rising operational expenses.
Chief Executive Officer C. C. Wei reiterated that the chipmaker remains in a mode of disciplined and prudent expansion, exploring a potential new manufacturing site in Texas and evaluating a tie-up with Elon Musk's Terafab endeavor, while dispatching internal teams to assess US data center progress and power supply on the ground. Wei affirmed the company's aggressive growth stance, stating that TSMC intends to leverage every opportunity to maximize customer support without leaving business for competitors.
Serving as the pivotal bellwether for the global AI ecosystem, TSMC continues to build on its dominance by producing leading-edge processors for tech giants including Nvidia, AMD, and Alphabet's Google, while keeping this year's capital spending at an unprecedented $64 billion across roughly 20 simultaneous factory projects. Financial institutions have already raised their 2027 capex forecasts to between $85 billion and $90 billion, underscoring intense scrutiny over overseas margin dilution and pricing strategies for next-generation nodes.