tsmc strong earnings sparked a tech rally thursday what does it mean for the ai trade

Suggested demand … · record earnings from contract chipmaker taiwan semiconductor manufacturing co. · tsmc detailed plans to accelerate the building of new plants in taiwan and arizona, u. s. a in a bullish outlook for 2026. · discover why tsmcs strong earnings and ai leadership make it a top stock to watch now. · discover why tsmc s strong earnings and ai leadership make it a top stock to watch now. Tsmc said its high-performance computing division, which includes chips made for artificial intelligence and advanced data centers, contributed over 55% revenues, driven by strong orders. Sparked big stock gains thursday, suggesting theres still gas in the tank to fuel the ai rally. · but tsmc s earnings smash and record profit looks to have revived the ai trade as investors get ready for big tech earnings in the coming weeks. Taiwan semiconductor manufacturings fourth quarter revenue exceeding the. Tsmc’s shares have rallied sharply in 2025 on booming ai demand. Ai -generated content sometimes contains inaccurate or incomplete information. Taipei-listed stock hit an intraday record nt$1,370 (≈$296 adr) in early october ts2. tech. · but tsmcs earnings smash and record profit looks to have revived the ai trade as investors get ready for big tech earnings in the coming weeks. Click on a trending topic to learn more about it. · shares of chipmakers amd and nvidia popped along with equipment makers like applied materials after tsmc reported better-than-expected results. · tsmc’s sales rose by nearly a third in its most recent financial quarter, thanks to sustained global demand for ai build-outs and orders from companies including nvidia, amd, broadcom and. Sparked big stock gains thursday , suggesting theres still gas in the tank to fuel the ai rally. · taiwan semiconductor manufacturings earnings are breathing new life into the artificial-intelligence trade on thursday , highlighting both robust demand and aggressive plans to spend across the. · tsmc s record profits and raised capex fuel ai stock surge, while taiwans $250b us investment deal reshapes global chips amid geopolitical shifts. Shares of chip manufacturing equipment suppliers and semiconductor designers soared on thursday after strong results from contract chipmaker taiwan semiconductor manufacturing co. Dive into what it means for investors. Yahoo is using openai to generate summaries for this content.