While investing in chip designers has been a good proxy for the overall health of the AI landscape, a more lucrative opportunity might be hiding in plain sight. As the world's largest chip manufacturer by revenue, Taiwan Semiconductor Manufacturing (NYSE: TSM) plays an enormous role in ensuring AI chips make into data centers on time.

The U.S. signed a trade deal with Taiwan to revitalize its semiconductor sector through investment, credit guarantees and trade incentives.

Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing (NYSE:TSM) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.

The U.S. agreed to lower tariffs on Taiwanese imports to 15%. In return, Taiwan agreed to make $250B investments to expand U.S. semiconductor manufacturing.

The money will go toward expanding production capacity at Tekscend Photomask's Round Rock manufacturing facility.

A UK company’s successful test of a 1,000°C furnace in space is bringing that futuristic vision closer to reality. Space Forge, a startup based in Cardiff, Wales, has confirmed that its microwave sized orbital furnace was successfully switched on and reached the temperature required for semiconductor production,

Taiwan Semiconductor (NYSE: TSM) beats Q4 earnings expectations, driven by demand for advanced processor tech.

In dollars and cents, TSMC guided investors to expect Q1 revenue of $34.6 billion to $35.8 billion, implying sequential growth of up to 9%. Management says profit margins should be in the 63% to 65% range (gross) and 54% to 56% (operating).

Texas Gov. Greg Abbott announces a $3.5M grant for TSTC's 10-week semiconductor training program, boosting workforce skills.

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA A PROCLAMATION 1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a