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  1. TSMC says AI demand is “endless” after record Q4 earnings

    10 hours ago · 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 …

  2. TSMC extends record quarter, profit jumps 35% on robust AI ...

    1 day ago · TSMC said advanced chips measuring 7-nanometer or smaller made up 77% of total wafer revenue during the quarter, as demand from AI servers remains strong.

  3. TSMC Q4 Profit Jumps 35% on AI Demand, Sees Strong 2026

    2 days ago · TSMC reported a 35% jump in Q4 profit, beating estimates, and forecast 38% revenue growth in Q1 2026 as AI chip demand surges.

  4. TSMC posts another record quarter as AI demand holds steady

    1 day ago · What AI bubble? Chipmaker TSMC earnings jump 35% To keep up with the near-insatiable demand, TSMC plans to spend up to $56 billion this year on additional factories outside of Taiwan …

  5. Chipmaker TSMC Adds Fuel To AI Megatrend Hype With Q4 Report

    9 hours ago · Taiwan Semiconductor is basking in the glow of strong sales of advanced chips for AI data centers. TSM stock notched a record high.

  6. TSMC’s Q4 earnings reignite AI bubble debate

    1 day ago · Key Points TSMC shares surged after a strong Q4, beating earnings and revenue expectations. Advanced technology, AI demand, and positive future guidance fuel stock growth and …

  7. TSMC 'very nervous' about AI bubble concerns despite another ...

    2 days ago · Tech Industry Manufacturing Semiconductors TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless …