Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble. The go-to chipmaker for Nvidia Corp. reported a roughly 20% rise in December-quarter revenue to NT$1.05 trillion ($33.1 billion), based on calculations off monthly figures. AI boom driving growth Boosted by demand for data center chips, Nvidia executives expressed optimism this week about a brighter revenue outlook, countering fears that infrastructure construction is outpacing AI adoption. TSMC has been one of the biggest beneficiaries of the post-ChatGPT AI boom, riding its central role in manufacturing advanced AI accelerators. TSMC will report full quarterly earnings next week, along with a forecast on capital spending for 2026.

Source: Mint January 09, 2026 11:01 UTC