Artificial intelligence (AI) has revolutionized technology, sparking the Fourth Industrial Revolution. However, concerns of an AI slowdown have emerged due to hype surpassing reality. Taiwan Semiconductor Manufacturing (NYSE: TSM) dispels these worries with record-breaking monthly revenue of NT$401.26 billion, driven by demand for AI chips. TSMC dominates the market with an estimated 71% share.

TSMC, the leading semiconductor foundry, reported its highest monthly revenue ever. With a 37% year-over-year increase and 20% month-over-month growth, the company remains a key player in the AI chip market. TSMC’s strong performance underscores its position as a bellwether for the industry, with plans to invest heavily in advanced process technologies to meet rising demand.

TSMC’s stellar financial results reflect its market dominance. With revenue hitting $33.7 billion in Q4, the company exceeded expectations and saw record margins. As the primary supplier for high-performance computing chips, TSMC is poised for growth, planning $56 billion in capital expenditures for 2026. Trading at a premium, TSMC remains a top pick for investors eyeing the AI revolution.

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Read more at Nasdaq: Taiwan Semiconductor Manufacturing (TSMC) Stock Just Hit a Record High. Here’s Why