TSMC says AI demand is “endless” after record Q4 earnings

https://arstechnica.com/ai/2026/01/tsmc-says-ai-demand-is-endless-after-record-q4-earnings/

Amid fears of bubble, world's top chipmaker TSMC says customers just keep asking for more.

41 points · 5 comments · view on lemmy.world

5 Comments

thallamabond@lemmy.world · 12 pts · 239d
SalamenceFury@lemmy.world · 9 pts · 239d

Do I have to bring the meme again? Those dumb fuckin AI pushers genuinely think that if you throw more and more money and more and more chips at the problem they'll achieve AGI and revolutionize humanity. My guy, you own a TEXT/PIXEL PREDICTION ALGORITHM. THROWING MORE COMPUTING POWER WON'T MAKE IT DO STUFF FASTER OR GIVE IT THE BRAIN OF J.A.R.V.I.S.

hperrin@lemmy.ca · 9 pts · 239d

AI supply is endless. There’s a difference.

reddig33@lemmy.world · 4 pts · 239d

Sounds like a statement from people who believe in perpetual motion machines.

halcyoncmdr@piefed.social · 2 pts · 239d

The comments here seem to be looking at this from a consumer perspective... That's not at all what this article is about.

It's from a conversation with shareholders about their customers. Large businesses building the hardware. Of course that demand is endless currently.