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Nauman Khan

Revenue Keeps Growing at Taiwan Semi. Should You Load Up on TSM Stock for 2026?

TSM TSMC Taiwan AMD Apple Nvidia Intel Corporation Morgan Stanley Semiconductor Taiwan Semiconductor

Semiconductor stocks have been on a tear lately, driven by booming artificial intelligence (AI) demand and data-center spending. In 2025 alone, Nvidia (NVDA) jumped about 30% and Intel (INTC) stock rose more than 80%. Specialized chip suppliers also saw eye-popping gains. Among the clear leaders has been Taiwan Semiconductor Manufacturing Company (TSM), the world’s largest contract chipmaker. The company is benefiting directly from accelerating AI adoption by key customers such as Nvidia and Apple (AAPL). 

That sector-wide strength has flowed through the supply chain, boosting orders and revenues at leading foundries such as TSMC. Last week, Taiwan Semiconductor reported a robust 20% year-over-year (YOY) jump in fourth-quarter revenue, beating market expectations and reinforcing its growth narrative. 

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