TSMC’s AI Boom Sends Bulls Running—Here’s Why Crypto Should Care

TSMC just dropped a bombshell that's sending AI stocks soaring—and crypto markets are taking notes.

The Chip Giant's AI Surge

Taiwan Semiconductor Manufacturing Company's latest earnings aren't just beating expectations—they're shattering them. With AI demand driving unprecedented growth, the semiconductor leader's performance suggests we're still in the early innings of this technological revolution.

What This Means for Digital Assets

When traditional tech giants like TSMC post these kinds of numbers, it creates ripple effects across all risk-on assets. Crypto traders know the drill—when AI stocks run, digital assets often follow. It's the modern portfolio's version of 'rising tides lift all boats'—except when the tide goes out, everyone gets wet simultaneously.

The pattern's becoming predictable: strong tech earnings trigger institutional FOMO, which eventually trickles down to crypto. Because nothing says 'balanced portfolio' like chasing the same hype across different asset classes.

Key Takeaways

• Taiwan Semiconductor Manufacturing Co. reported record quarterly earnings that topped analysts' estimates.
• Shares of TSMC climbed to an all-time high Thursday following the news, before paring the early-session gains.

Taiwan Semiconductor Manufacturing Co. (TSM) posted record earnings and lifted its outlook, in what could be taken as another strong signal of AI demand.

The world's largest chip manufacturer posted earnings per share of $2.92 on revenue that surged 41% year-over-year to $33.10 billion in the third quarter, topping analysts' estimates compiled by Visible Alpha.

TSMC CEO C.C. Wei pointed to "robust" AI-related demand for the growth, telling investors on Thursday's earnings call that “conviction in the AI megatrend is strengthening and we believe that demand for semiconductors will continue to be very fundamental,” according to a transcript provided by AlphaSense.

Why This Matters for Investors

Results from TSMC, which makes chips for many of the biggest names in AI chip design like Nvidia and AMD, can be taken as an early sign of robust orders and demand for their AI chips, adding another feather in the hat of AI trade bulls.

TSMC said it sees fourth-quarter revenue of between $32.2 billion and $33.4 billion, and boosted its 2025 revenue growth forecast to the mid-30% range, up from its previous projection of about 30%.

Shares of TSMC climbed to a record high Thursday morning following the news before paring their early gains. The stock has added over 50% in 2025 so far.

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