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TSMC Revenue Surge Driven by AI Chip Demand

TSMC Revenue Surge Driven by AI Chip Demand

Author:

Global Cryptocurrency

Published:

2026-02-10 08:07:02

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Taiwan Semiconductor Manufacturing Company (TSMC) reported a 37% year-over-year revenue jump in January, reaching NT$401.3 billion (US$12.7 billion). The growth was fueled by soaring demand for advanced AI chips, particularly those used in data centers. TSMC's 7nm and 3nm processes accounted for 77% of wafer revenue, underscoring the dominance of cutting-edge technology in this rally.

The company's $56 billion capital expenditure plan for 2026 signals confidence in sustained AI-driven demand. Clients like Nvidia and Apple rely on TSMC's manufacturing prowess, positioning it as a linchpin in the global AI supply chain. Yet analysts warn of potential headwinds if macroeconomic conditions dampen the tech sector's growth trajectory.

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