Taiwan Semiconductor Manufacturing (TSMC) reported a strong quarter, projecting increased capital expenditures between $52 billion and $56 billion in 2026, up from $41 billion in 2025, signaling high demand for AI chips. ASML, the sole provider of machines for advanced chip manufacturing, will benefit, along with memory makers and cloud companies. Other winners include Nvidia, Broadcom, and Advanced Micro Devices in the AI chip market. With increasing demand for AI services, cloud computing companies like Amazon, Microsoft, and Alphabet are also set to gain, alongside neocloud providers like CoreWeave and Nebius Group. TSMC’s commitment to increased capex is a positive sign for AI chip and cloud computing markets, pointing towards future growth opportunities.

Read more at Nasdaq: Who Are the Biggest Winners from Taiwan Semiconductor Manufacturing’s Blowout Quarterly Report?