$Taiwan Semiconductor(TSM.US) Key points from the earnings report and conference call: 1) Gross margin steadily increased; 2) TSMC expects revenue growth in 2026, measured in US dollars, to be slightly above 40%, previously forecasted as above 30%. 3) TSMC expressed confidence in the significant trend of artificial intelligence, stating that capital expenditures over the next three years will be significantly higher than the past three years. 4) TSMC announced that it will raise its capital expenditure ceiling for 2026 to $64 billion.
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