TSMC Shatters AI Bubble Fears – the Semiconductor Sector Takes off: Record Investments from the Chip Giant Propel Supplier Stocks to new Heights!
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January 15, 2026, is likely to go down in stock market history as a turning point. While investors feared an overheating in the AI sector in recent weeks, TSMC delivered an unequivocal statement: The AI boom is not a flash in the pan, but a structural supercycle. In the fourth quarter, TSMC broke through the sound barrier of NTD 1 trillion ($33.1 billion) in revenue – a 20% increase compared to the previous year. Even more impressive: Net income soared by 35% to NTD 505 billion ($16 billion), significantly surpassing market expectations of NTD...
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