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TSMC says AI demand is “endless” after record Q4 earnings: Amid fears of bubble, world's top chipmaker TSMC says customers just keep asking for more.
arstechnica.com/ai/2026/01/tsmc-says-ai-demand-is-endless-after-record-q4-earnings/

TSMC is set to expand its $165 billion U.S. investment — here’s what we know: TSMC is set to accelerate its multibillion-dollar expansion in Arizona ...
cnbc.com/2026/01/16/tsmcs-arizona-chip-expansion-isnt-done-after-us-investment-cfo.html

CNBC Daily Open: AI trade reignited by TSMC earnings blowout: Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's ...
cnbc.com/2026/01/16/cnbc-daily-open-ai-trade-reignited-by-tsmc-earnings-blowout.html

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TSMC plans record expenditure to meet AI demand: Bringing Taiwan to the World and the World to Taiwan
taipeitimes.com/News/front/archives/2026/01/16/2003850688

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would ...
tomshardware.com/tech-industry/semiconductors/tsmc-very-nervous-about-ai-bubble-concerns-despite-another-record-setting-quarter-but-assured-of-demand-ceo-says-careless-investment-would-be-a-disaster-for-tsmc-for-sure-company-will-invest-u

Chips don't lie: TSMC’s stellar earnings buoy tech sentiment after some volatility in the sector yesterday
reuters.com/podcasts/reuters-morning-bid/chips-dont-lie-2026-01-15/

Taiwan computer chip maker TSMC’s to expand investment as profit jumps 35%: Taiwan-based TSMC, the world’s largest computer chip maker, plans to increase its ...
bnnbloomberg.ca/business/technology/2026/01/15/taiwan-computer-chip-maker-tsmcs-to-expand-investment-as-profit-jumps-35/

TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand
cnbc.com/2026/01/15/tsmc-q4-profit-record-ai-chip-demand-nt1-trillion.html

TSMC smashes forecasts with record profit, flags more US factories: TSMC , the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing ...
reuters.com/world/china/tsmc-likely-post-fourth-quarter-profit-leap-driven-by-ai-boom-2026-01-14/

Taiwan’s TSMC logs net profit jump on AI boom: Taiwan's TSMC announced a forecast-busting net profit for the fourth quarter in a sign of sustained global ...
hongkongfp.com/2026/01/15/taiwans-tsmc-logs-net-profit-jump-on-ai-boom/

TSMC's net profit surges 46% to record in 2025 thanks to AI boom: TAIPEI -- Taiwan Semiconductor Manufacturing Co. logged a record annual profit in 2025 ...
asia.nikkei.com/business/tech/semiconductors/tsmc-s-net-profit-surges-46-to-record-in-2025-thanks-to-ai-boom
TSMC's net profits jump 35% in Q4, beating expectations: Chipmaking titan TSMC reported on Thursday a forecast-busting net profit for the fourth quarter in a ...
dailysabah.com/business/tech/tsmcs-net-profits-jump-35-in-q4-beating-expectations
TSMC runs record profit in 2025, looks to speed up expansion in U.S. - Focus Taiwan
focustaiwan.tw/business/202601150011

TSMC’s CEO Claims Intel Foundry Can’t Compete by Just “Throwing Money” at Chip Production, Says the Company Isn’t Afraid of Growing Rivalry
wccftech.com/tsmcs-ceo-says-intel-foundry-wont-be-competitive-by-just-throwing-money/

TSMC Earnings Don’t Tell What You Really Need to Know About the AI Boom: Wall Street likes what it is hearing from TSMC’s earnings. But is it asking the right ...
barrons.com/articles/ai-stocks-tsmc-earnings-e99ad6bc
Paid articlePaywallApple is Fighting for TSMC Capacity as Nvidia Takes Center Stage: [Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals ...
culpium.com/p/exclusiveapple-is-fighting-for-tsmc

TSMC likely to post fourth-quarter profit leap driven by AI boom: TAIPEI, Jan 15 (Reuters) - TSMC, the world's largest manufacturer of advanced artificial ...
thestar.com.my/tech/tech-news/2026/01/15/tsmc-likely-to-post-fourth-quarter-profit-leap-driven-by-ai-boom

World’s biggest chipmaker TSMC doubles down on AI, sees profit lift: A surge in AI-driven demand has pushed TSMC’s profits and investment plans higher ...
euronews.com/business/2026/01/15/worlds-biggest-chipmaker-tsmc-doubles-down-on-ai-sees-profit-lift

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TSMC posted a record 69% jump in quarterly profit as AI chip demand held up: The chipmaker forecast fourth-quarter revenue of U.S.$52.3 billion to U.S.$54 ...
qz.com/tsmc-record-profit-ai-chip-demand-101526

ASML says it won't be able to make enough chipmaking machines to meet demand through 2028
techspot.com/news/114213-asml-customers-looking-toward-2030-equipment-shortages-loom.html

TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter
cnbc.com/2026/10/15/nvidia-apple-broadcom-in-fierce-battle-to-make-chips-at-tsmc.html

TSMC expected to report sixth straight quarter of record profit thanks to AI boom
reuters.com/world/china/tsmc-expected-report-sixth-straight-quarter-record-profit-thanks-ai-boom-2026-10-12/

AMD CEO Su shares important supply news with stock market investors: AMD stock has surged in 2026, putting Lisa Su in the spotlight as investors watch the ...
thestreet.com/investing/stocks/amd-ceo-su-shares-important-supply-news-with-stock-market-investors

Why TSMC’s $64B Capex Spend Still May Not Be Enough - Taiwan Semiconductor (NYSE:TSM)
benzinga.com/markets/prediction-markets/26/10/62254694/tsmc-capex-64-billion-building-enough

TSMC, Intel and Samsung all bet on ASML's latest chip tool in AI race: TAIPEI -- Taiwan Semiconductor Manufacturing Co. said on Tuesday that it will begin using ...
asia.nikkei.com/business/tech/semiconductors/tsmc-intel-and-samsung-all-bet-on-asml-s-latest-chip-tool-in-ai-race

Explained | How Nvidia's solid earnings sparked a rally in Taiwan Index and AI stocks
livemint.com/market/stock-market-news/explained-how-nvidias-solid-earnings-sparked-a-rally-in-taiwan-index-and-ai-stocks-11787934527681.html

Microsoft is planning to unveil its next-gen AI chip this fall as it races to reduce Nvidia reliance
qz.com/microsoft-maia-300-ai-chip-unveil-fall-tsmc-081026

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia

Paid articlePaywallMicron sits at the center of a red-hot chip rally | MU: Semiconductor stocks are on their hottest run in years, and Micron is emerging as a test of whether AI ...
thestreet.com/investing/stocks/micron-sits-at-the-center-of-a-red-hot-chip-rally

TSMC Q1 profit surges 58% to record on AI boom despite Middle East tensions: TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday reported another ...
asia.nikkei.com/business/tech/semiconductors/tsmc-q1-profit-surges-58-to-record-on-ai-boom-despite-middle-east-tensions

TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies
cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html

TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand
theglobeandmail.com/world/article-tsmc-lifts-revenue-forecast-pledges-more-capital-spending-to-meet-ai/
TSMC Set For Record Profit Surge As AI Chip Demand From Nvidia And Apple Outpaces Supply, Analysts Foreca
benzinga.com/markets/tech/26/04/51848766/tsmc-record-profit-ai-demand-nvidia-apple-forecast

TSMC struggles to meet surging AI chip demand amid data center boom: The industry is slowly coming to the realization that AI is not a magic spell for ...
techspot.com/news/110980-tsmc-struggles-meet-surging-ai-chip-demand-amid.html

Taiwan shares end down as TSMC comes under pressure - Focus Taiwan: Shares in Taiwan closed lower Wednesday as contract chipmaker Taiwan Semiconductor ...
focustaiwan.tw/business/202601070015

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