TSMC reported its highest monthly revenue ever in January, easing market concerns that demand for AI chips may be slowing.

The strong performance reinforces the narrative that AI infrastructure spending remains robust, particularly from major U.S. tech companies heavily investing in data centers and advanced semiconductors.

Meanwhile, reports indicate that the Trump administration is preparing potential tariff exemptions for Amazon, Google, and Microsoft in connection with TSMC’s massive $165 billion U.S. investment. The move is seen as a strategic effort to strengthen domestic semiconductor manufacturing and secure AI supply chains.

Following the news, TSMC shares surged sharply, while Taiwan’s benchmark index climbed to a record high — reflecting renewed investor optimism around sustained AI-driven growth.

The bigger picture: AI demand appears far from cooling, and government policy support could further accelerate semiconductor expansion in the United States.

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