TSMC reported Q1 2026 revenue of $35.71 billion, a 35% year-on-year jump, driven by relentless demand for AI chips from hyperscalers and AI model developers.

Nvidia has reserved most of TSMC's cutting-edge chip packaging capacity, with analysts warning this step could become the next major bottleneck in AI hardware.

Applied Materials shares climb 117% in six months as TSMC, Micron, and SK Hynix ramp up AI chip manufacturing capacity with major capex increases.

Nvidia, Micron, and Taiwan Semiconductor surpass Wall Street expectations as AI adoption accelerates beyond analyst predictions.

TSMC announces 3-nanometer AI semiconductor production in Japan with $52-56B capex for 2026, meeting with Japanese PM Sanae Takaichi.

Taiwan Semiconductor Manufacturing (TSMC) has seen its stock jump 72% since the start of 2025, reaching 72% market share in contract semiconductor manufacturing. The company is planning $52-56 billion in capital expenditures for 2026 and raised its five-year compound annual growth rate outlook from 20% to 25%, driven by booming AI chip demand.