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For me, it’s sustainable free cash flow growth. 💰 Revenue growth is encouraging, but AI companies need to show that the money invested in chips, data centres and power is generating real returns. Spending billions is easy to announce; proving it pays off is the real test. 📊

# TSMC Profits Hit Record Highs — Why Is AI Hardware Still Being Sold?

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Revenue reached NT$1.49 trillion, net profit hit NT$763.1 billion, and operating margin topped guidance at 58.7%. Bulls cite strong Q4 guidance and advanced-chip demand; bears warn that higher 2026–2028 capex could strain customer funding and AI returns. Should investors follow TSMC’s capacity execution and Nvidia orders, or wait for clearer capex payoffs?","image":"https://community-static.tradeup.com/news/9c397dff811c8c9e89bb4ef6d65b9239"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>For me, it’s sustainable free cash flow growth. 💰 Revenue growth is encouraging, but AI companies need to show that the money invested in chips, data centres and power is generating real returns. 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