TSMC Q4 Blowout Starts Chain Reaction — CoreWeave, Nebius Lead FOMO - CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS), Taiwan Semiconductor (NYSE:TSM)

Group 1 - TSMC reported a 35% increase in net profit for Q4, indicating strong and growing demand for AI, particularly due to its exclusive manufacturing of NVIDIA GPUs [1] - The results validate the business models of neocloud providers like CoreWeave and Nebius, as they secure significant allocations of NVIDIA's upcoming architectures [2] - TSMC's gross margin of 62.3% demonstrates that the AI industry is not only growing but also achieving substantial profitability, alleviating fears of an "AI bubble" [3] Group 2 - TSMC's HPC segment constitutes 55% of its total revenue, indicating that supply constraints, rather than demand, are the primary growth limitation for neocloud providers [4] - Record manufacturing yields and capacity expansion enable CoreWeave and Nebius to meet their multibillion-dollar backlogs [5] - TSMC's increased capex forecast for 2026, ranging from $52 billion to $56 billion, signals ongoing long-term orders for AI chips from tech companies [5]