TSMC, ai and Stocks Rally
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TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.
Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics.
TSMC Q4 results beat estimates as AI demand drives growth; 2nm ramp, Arizona expansion and higher capex signal upside. Click for this TSM stock earnings update.
Shares in Taiwan Semiconductor Manufacturing Company ( NYSE:TSM ), often referred to as TSMC, opened 4.8% higher on 15 January following an earnings beat and uncharacteristically bullish outlook for the artificial intelligence (AI) sector.
Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12% and NVIDIA 3% in sympathy.
Taiwan has struck a significant trade deal with the US under which Taiwanese companies will invest $250 billion, aiming to boost the production of chips, semiconductors, AI and energy in the
TSMC, the world's largest manufacturer of advanced artificial intelligence chips, is expected to post a 28% jump in fourth-quarter net profit to a record high on Thursday driven by ongoing strong demand for AI infrastructure.
Duquesne Family Office's billionaire boss jettisoned his entire stake in the face of the artificial intelligence (AI) revolution in favor of another industry-leading company.