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Taiwan Semiconductor Manufacturing makes most of the AI chips that power data centers. Big tech continues to lean heavily into AI with huge spending plans for 2026.
Alphabet has a broad and diverse business that puts it in an excellent position to benefit from growth opportunities related to artificial intelligence. Taiwan Semiconductor is the leading producer of cutting-edge chips, and it has been experiencing strong growth.
TSMC reported the highest monthly sales figures in the company's history. The robust results confirm that AI adoption continues, despite fears to the contrary.
Taiwan Semiconductor is benefiting from AI tailwinds, but it serves other areas too. The chipmaker is highly profitable, boasting a profit margin of 54%.
Just three weeks after Taiwan Semiconductor Manufacturing ( NYSE:TSM ) delivered fourth-quarter results that beat estimates and reaffirmed the durability of AI demand, the world's leading contract chip manufacturer reported January revenue of NT$401.3 billion ($12.7 billion), representing a 37% year-over-year increase that handily exceeded analyst expectations.
Contract manufacturer Taiwan Semiconductor Manufacturing Co. reported huge monthly sales growth numbers for January that analysts say points to robust demand for artificial-intelligence usage.
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