Taiwan Semiconductor (TSMC) – Record Revenues and Tariff Fantasy: Why the Rally for This Chip Giant Is Far from Over!

I interpret the latest January data from Taiwan Semiconductor Manufacturing (TSMC) as the ultimate bullish indicator for the entire technology sector. A revenue increase of a whopping 37% year-over-year to about 12.7 billion USD not only exceeds my expectations but also decisively wipes away the recently aroused fear of a bursting AI bubble. What impresses me the most is the aggressive forward strategy: When management plans to pump up to 56 billion USD into new capacities by 2026, it does so from a position of absolute strength and signals well-filled...