According to CNBC, Taiwan Semiconductor Manufacturing Co. (TSMC) delivered an earnings blowout that reignited the AI trade, putting semiconductor and AI-chip leaders back in focus for traders, source: CNBC. CNBC’s Daily Open frames the results as a fresh market catalyst for AI-linked equities, highlighting renewed momentum in the AI supply chain, source: CNBC.

According to @CNBC, Taiwan Semiconductor (TSM) posted a record quarter, and Jim Cramer said the results renewed investors' faith in AI stocks, indicating improved sentiment toward the semiconductor-led AI trade (source: CNBC).

According to @KobeissiLetter, Taiwan Semiconductor (TSMC, TSM) reported a 35% year-over-year increase in net profit for Q4 2025, driven by surging AI chip demand. Source: @KobeissiLetter. TSMC has posted year-over-year profit growth for eight consecutive quarters, underscoring sustained earnings momentum. Source: @KobeissiLetter. Revenue grew 21% year-over-year in Q4 2025; the post did not reference any cryptocurrency market impacts. Source: @KobeissiLetter.

According to CNBC, Taiwan Semiconductor Manufacturing Company (TSMC) reported fourth-quarter profit rose 35% year over year and beat analyst estimates as demand for AI chips remained strong. According to CNBC, the performance was attributed to sustained strength in AI-related semiconductor orders, reflecting resilient foundry utilization late in the quarter. According to CNBC, the brief update did not provide further financial details or any direct reference to cryptocurrency markets.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) reported October revenue of $11.86 billion, up 16.9% year over year. Source: @StockMKTNewz.

According to @stocktalkweekly, Taiwan Semiconductor (TSM) is planning to acquire a second major site in Arizona to accelerate capacity expansion (source: @stocktalkweekly on X, Oct 16, 2025). The update is headline-only with no disclosed timeline, capex, product mix, or customer details for the U.S. fab footprint (source: @stocktalkweekly on X, Oct 16, 2025). The source does not mention any crypto or AI market implications (source: @stocktalkweekly on X, Oct 16, 2025).

According to StockMKTNewz, Taiwan Semiconductor's (TSMC) CEO declared that all artificial intelligence customers are required to work with TSMC, underscoring the company's dominant position in advanced chip manufacturing (source: StockMKTNewz, June 3, 2025). This statement highlights TSMC's crucial role in supplying high-performance chips essential for AI-driven crypto mining hardware and blockchain infrastructure. Traders should note that TSMC's continued leadership in AI semiconductor production may influence the availability and efficiency of crypto mining devices, potentially affecting the price action of major cryptocurrencies dependent on advanced hardware.

According to @StockMKTNewz, Cathie Wood and Ark Invest purchased 197,776 shares of Taiwan Semiconductor (TSM) today. This sizable acquisition signals growing institutional confidence in semiconductor stocks, which play a critical role in the production of AI and blockchain hardware. As TSM is a dominant supplier of chips for both AI and crypto mining technologies, this move could strengthen the underlying infrastructure of the cryptocurrency market and potentially drive further innovation and adoption. Traders should monitor TSM’s performance as its growth may correlate with increased demand for crypto-related hardware and influence sentiment in the broader digital asset sector. (Source: @StockMKTNewz, Twitter, May 20, 2025)