Taiwan Semiconductor's New Fab 4 is Fully Booked Before Construction Even Begins

Despite persistent fears that AI demand might be cooling, fresh earnings from Nvidia (NVDA) Broadcom (AVGO), and others underscore that the AI boom shows no signs of slowing. Nvidia posted record fiscal fourth-quarter 2026 revenue of $68.1 billion, up 73% year-over-year (YOY). Powered by AI, its data-center segment surged 75% to $62.3 billion. Broadcom similarly delivered explosive AI growth, with AI revenue more than doubling to $8.4 billion and executives projecting over $100 billion in AI chip sales by ...