Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics.

The agreement seeks to bring a sizable portion of Taiwan's electronics supply chain to the US. In return, chips from Taiwan will see no or reduced tariffs.

TSMC, el mayor fabricante de chips de computadora del mundo, aumentará su gasto de capital hasta en casi un 40% este año después de reportar un aumento del 35% en su beneficio neto para el último trimestre gracias al auge de la inteligencia artificial,

TSMC deatiled plans to accelerate the building of new plants in Taiwan and Arizona, U.S.A in a bullish outlook for 2026. Aside from improving profitability, guidance for both capex and sales in 2026 were encouraging not just for TSMC itself but also for other chipmakers and the AI complex as a whole.

Taiwan Semiconductor Manufacturing Company Limited Q4 2025 earnings beat shows AI capex resilience, margin expansion, and more. Click for this TSM stock update.

The company will boost its capital expenditure, which includes big-ticket purchases such as lithography machines, to expand its advanced node capacity. TSMC expects to invest between $52 billion and $56 billion this year, a significant increase over the $40.9 billion it spent in 2025.

The semiconductor giant looks poised for more expansion in Phoenix as it raises its annual capital budget and seeks permits for new fabs.

Companies that provide picks and shovels for the artificial-intelligence boom jumped after record earnings from Taiwan Semiconductor Manufacturing Co. suggested that the AI rally still has room to run.

U.S. stocks rose on Thursday after two days of declines as Morgan Stanley and Goldman Sachs shares shot up following upbeat quarterly results, while Taiwan-based chipmaker TSMC's blockbuster results boosted shares of U.