Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing

Quick Read Taiwan Semiconductor Manufacturing (TSM) posted record January revenue of $12.7B, up 37% year-over-year on strong AI chip demand. Taiwan Semiconductor lifted capex guidance to $52B-$56B as largest customers have committed to buying all advanced chips it can produce. High-performance computing accounted for 60% of Taiwan Semiconductor’s Q4 revenue, with that mix expected to rise in 2026. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirem ...