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If you are still worried about whether AI is a foam, yesterday TSMC gave you a loud slap in the face with real gold and silver - not to wake you up, but to plunge you into a crazier bullish dream!

The market had originally expected that the semiconductor cycle might peak, but TSMC said it would not only exceed expectations across the board, but also send a shockwave: capital expenditures (CapEx) in 2026 would skyrocket to $52 billion to $56 billion. This not only set a record high, but also directly shattered the rumors of an 'AI demand slowdown'. This is not a big picture; this is an arms race of real gold and silver.

TSMC & ASML Pop On Earnings: Semi Sector Goes Wild Again?

TSMC and ASML jump after the company delivered a strong earnings beat. Net profit jumped 35% YoY to T$505.7B, well above market expectations, while Q4 revenue climbed 20.5% YoY to T$1.05T. In U.S. dollar terms, revenue reached $33.7B, up 25.5% YoY, underscoring resilient AI-driven demand. EPS rose to T$19.50, reinforcing TSMC’s role as a core beneficiary of the global AI buildout. After a strong earnings beat, can AI demand keep TSMC’s growth momentum intact into 2026? With margins and profits accelerating, is the market still underpricing TSMC’s AI exposure?

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