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.

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,

Chipmaker buys 900 Arizona acres and forecasts 30% spending jump as AI chip demand drives U.S. expansion with yields matching Taiwan.

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

Taiwan Semiconductor Manufacturing Company announced it expects to increase spending by as much as 40% this year following a strong surge in profit in late 2025.

TSMC says leading-edge manufacturing stays in Taiwan, while newer technology could move to US sites after it stabilizes.

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,