Nvidia stock was gaining with the chip sector in general being boosted by consensus-beating earnings from Taiwan Semiconductor Manufacturing.

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.

Trump’s 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. TSMC’s stock surged 8% Thursday, pulling AMD up 12% and NVIDIA 3% in sympathy.

The world's largest chip contract manufacturer TSMC continues to grow non-stop. The figures also show that chip prices are rising.

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

Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street’s expectations. Revenue hit $33.73 billion against a $1.03 trillion consensus, while EPS came in at $19.

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,

Taiwan Semiconductor Manufacturing Co. reported quarterly results that topped analysts' estimates on growing AI demand.