On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry’s long-term trajectory, he remains bullish on AI.

When you’ve got a business like TSMC spending at this level, investors should be prepared for sustained AI demand rather than a short-lived boom,” said Zavier Wong, market

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,

Sunlit Arizona, a chemical supplier, purchased 40 acres in Casa Grande for $9.2 million to build a new manufacturing plant. This marks the 10th semiconductor supplier to establish operations in Casa Grande, following a trend started by Taiwan Semiconductor Manufacturing Co.'s investment in Arizona.

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's record Q4 results are boosting chip stocks as investors cheer new signs of AI strength.

TSMC , the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing 35% jump in fourth-quarter profit to a record high, predicted robust annual growth and flagged more U.S. manufacturing capacity was in the works.

Taiwan Semiconductor Manufacturing Company Limited is rated a Buy due to strong Q4 earnings and guidance. Learn more about TSM stock here.

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, el mayor fabricante de chips de computadora del mundo, aumentará su gasto de capital hasta en casi un 40% este año después de reportar un aumento del 35% en su beneficio neto para el último trimestre gracias al auge de la inteligencia artificial,

Apple will still benefit as TMSC confirms large-volume production has started for its newest 2nm processor, but as Nvidia ascends, Apple's days of being able to command the firm's entire output are over — for now.

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