TSMC Stock Jumps. Why the Nvidia Supplier’s Earnings Are Boosting Chip Shares. - Barron's

1. TSM reported a 57% profit increase driven by AI hardware demand. 2. Fourth-quarter revenue rose 39%, showing strong growth, especially in HPC segment. 3. TSMC anticipates AI-related server revenue to double by 2025. 4. Concerns exist over U.S. export controls impacting key customers. 5. Strong capital spending plans ahead of analyst expectations may benefit related companies.