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.

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,

Taiwan Semiconductor Manufacturing Co. expects capital spending to surge to as much as $56 billion in 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.

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

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%.

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

Record earnings from contract chipmaker Taiwan Semiconductor Manufacturing Co. sparked big stock gains Thursday, suggesting there's still gas in the tank to fuel the AI rally.

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.

The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.

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