TSMC stock surges
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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.
Chipmaker buys 900 Arizona acres and forecasts 30% spending jump as AI chip demand drives U.S. expansion with yields matching Taiwan.
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.
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.
Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics.
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Taiwan Semiconductor shares jump on AI outlook
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.
The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.
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.
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.