TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money flooding into the equipment makers who build those factories. Three suppliers stand to capture the lion’s share of this windfall,

The manufacturer expects demand to continue as it works to accelerate U.S. expansion plans. The company’s second fab is now complete, with production starting later this year, and construction on a third is underway.

In the most recent quarter, Nvidia reported a 62% increase in revenue to $57 billion and spoke of soaring demand for its latest system, Blackwell Ultra. The company also has maintained high profitability on sales, with gross margin regularly surpassing 70%.

Companies that provide picks and shovels for the artificial-intelligence boom jumped after record earnings from Taiwan Semiconductor Manufacturing Co. suggested that the AI rally still has room to run.

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

Taiwan Semiconductor Manufacturing Company Limited Q4 beats estimates as 3nm and HPC demand surge. Click for this updated look at TSM stock post earnings.

TSMC is speeding ahead with its plans for a fab cluster in Phoenix, Arizona, the foundry revealed during Thursday's earnings call. It plans to speed up construction, build a packaging plant, and get started soon on the fourth fab, according to Reuters. TSMC shared the news of its accelerated building schedule while also announcing record profits.

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.

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first

Hong Kong stocks jumped on Friday, tracking Wall Street’s gains, as a strong earnings outlook from Taiwan Semiconductor Manufacturing Company (TSMC) reinforced investor confidence in AI-driven demand and lifted risk appetite across global markets.

Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics.