TSMC(US:TSM) Bloomberg Televisionยท2025-10-16 08:09Capital Expenditure & Revenue Outlook - Capital expenditure is expected to be at the high end of the range, reflecting increased investment in opportunities [1] - Revenue outlook has been upgraded, indicating optimism for the year [1] - Revenue growth is expected to be in the mid-30% range in US dollar terms [2] AI Opportunity & Demand - The primary focus of Q&A was on the AI opportunity, highlighting its significance [2] - The pace of AI development is described as rapidly accelerating [2] - Near-term sustainability of AI demand is considered robust due to ongoing platform and capacity building [3] China & Supply Chain - Concerns exist regarding the China situation, including technology sales constraints and raw material limitations [3] - The company expresses optimism about robust demand even without China [4] - Potential impact of rare earth export controls on the market is being assessed [4] - Material supply constraints from China are expected to affect everyone [6] US Expansion & Competition - The company is investing in US capabilities while continuing to invest in Taiwan [7] - The company aims to maintain its market lead over competitors like Intel [7] - The company holds over 50% of the overall foundry market [8]