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tz-plus logo TSMC Shatters AI Bubble Fears – Semiconductor Sector Takes Off: Record Investments from the Chip Giant Propel Supplier Stocks to New Heights!

L. Kulikov
Reading Time: 3 minutes

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 1 trillion NTD (33.1 billion USD) in revenue – a 20% increase compared to the previous year. Even more impressive: Net income soared by 35% to 505 billion NTD (16 billion USD), significantly surpassing market expectations...

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