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TSMC Rides AI Wave: Sales Surge 39% In First 2 Months Of 2025 On Higher Demand - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), NVIDIA (NASDAQ:NVDA)

1. TSMC's revenue rose 39.2% YoY in Jan-Feb 2025. 2. AI chip demand drove TSMC's February revenue to $7.911 billion. 3. TSMC plans $165 billion U.S. investment for advanced semiconductor manufacturing. 4. Investment will create 40,000 construction jobs and significant economic impact. 5. TSMC's growth is critical for Nvidia's supply chain and AI ambitions.

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FAQ

Why Bullish?

TSMC's robust revenue growth and investment plans positively reflect demand for Nvidia's chips.

How important is it?

TSMC's growth and investment in the U.S. directly bolster Nvidia's market position and profitability.

Why Long Term?

Continued investments by TSMC and increasing AI demand suggest sustained benefits for Nvidia.

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