Recent performance snapshot Taiwan Semiconductor Manufacturing (TWSE:2330) has drawn fresh attention after a strong recent run, with the share price up about 21.7% over the past month and 20% over the past 3 months.

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry’s long-term trajectory, he remains bullish on AI.

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 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.

Taiwan-based TSMC, the world's largest computer chip maker, says it plans to increase its capital spending by nearly 40% this year after it reported a 35% jump in its net profit for the latest quarter.

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).

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

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the December quarter, the Fund returned -0.