Jim Cramer: Taiwan Semi's bullish earnings brings renewed optimism to broader sector

1. TSMC's earnings report exceeded expectations, boosting investor confidence in semiconductors. 2. High-performance computing sales, including AI, significantly drove TSMC's record profit increase. 3. TSMC plans to increase capital expenditures for advanced process technologies in the coming year. 4. Cramer notes a positive shift in market perception towards semiconductor capital equipment stocks. 5. Potential end to advanced technology restrictions could benefit the semiconductor supply chain.