Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR(TSM.US) January revenue increased by 37% year-on-year, with the AI spending frenzy continuing.

Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TSM.US) saw its sales in January grow at the fastest pace in several months, indicating that despite concerns about a bubble in the artificial intelligence industry, global spending in the artificial intelligence sector continues to rise. The chip manufacturing company for NVIDIA Corporation (NVDA.US), Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, announced that its revenue in January increased by 37% year-on-year to NT$ 401.3 billion (approximately $12.7 billion), exceeding its expected annual revenue growth of 30%. However, due to the Lunar New Year holiday falling in January this year, the data may fluctuate compared to the same period last year. Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR also produces chips for Apple Inc. (AAPL.US) and has become one of the biggest beneficiaries of the surge in investments related to artificial intelligence, thanks to its role in manufacturing advanced AI accelerators. Demand for data center chips has been particularly strong, leading Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR to allocate as much as $56 billion in capital expenditure this year, a quarter higher than in 2025. Last week, NVIDIA Corporation CEO Jensen Huang described this capital expenditure boom as "a once-in-a-generation infrastructure build." However, significant spending by tech giants like Amazon.com, Inc. (AMZN.US) and Meta Platforms (META.US) has also raised concerns among investors, who question whether those betting the most on AI will ultimately benefit. The cyclical nature of many data center agreements also makes investors who have been impacted by the boom and bust cycles of the tech industry in the past uneasy.