TSMC Printed the Number the AI Trade Needed, and the Market Sold the People Who Received It The foundry reported a record quarter at 1:00 a.m. Eastern and reiterated a $60 to $64 billion budget it needs to meet in a record fourth quarter. By then, Seoul had halted trading, and the companies that received that spending had lost a tenth of their value. The number is published; it must appear in January's capital line.