Here's the thing about TSMC earnings: they're not just a company report. They're a health check on the entire AI supply chain. When TSMC beats, it means Nvidia (NVDA), AMD (AMD), Apple (AAPL), and every hyperscaler building out AI infrastructure are all pulling chips as fast as the fabs can stamp them out. The Numbers That Matter The headline profit beat obscures how dominant the quarter really was. Advanced chips—those measuring 7- nanometer or smaller—accounted for 77% of wafer revenue in Q4, up from 74% ...