Taiwan Semiconductor Manufacturing Company Limited beats Q4, hikes guidance/dividend; 3nm-7nm & AI drive growth. Click for this updated look at TSM earnings.

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,

TSMC, the world's largest manufacturer of advanced artificial intelligence chips, is expected to post a 27% jump in fourth-quarter net profit to a record due to the seemingly insatiable demand for AI infrastructure.

TSMC posted a blow-out Q4 earnings report and sent a clear signal to the markets: AI demand is strong and growing.

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

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 (NYSE: TSM) posted this Thursday the kind of quarter that usually ends the debate. The numbers were undeniable: $16 billion in profit, 35% year-over-year growth, and forward guidance aggressive enough to pull semiconductor equipment maker ASML up 7% in sympathy.

TSMC beats revenue and profit expectations for the fourth quarter. ・Forecasts a 40% growth in Q1 revenue, and 37% higher capital expenditure this year. ・Retail investors turn extremely bullish on the stock,