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Barchart
Barchart
Rich Duprey

Taiwan Semi's Blowout Q1 Makes the AI Foundry Too Cheap to Ignore

AI TSM Taiwan Semiconductor Taiwan Semiconductor Nvidia

The AI boom shows no signs of cooling. Data centers worldwide added capacity at a record clip in early 2026, with high-performance computing chips leading the charge. Chip designers like Nvidia (NVDA) and Advanced Micro Devices (AMD) keep placing massive orders, yet the one company that actually manufactures these advanced processors trades as if the party might end tomorrow. 

That company is Taiwan Semiconductor Manufacturing (TSM). The company recently released its preliminary first-quarter 2026 revenue figures, and they deliver a clear message: this AI foundry leader just posted numbers too strong to dismiss, and at a valuation that makes it hard to ignore.

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