C.C. Wei

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Frontier AI & Machine Learning 15 Oct 2026, 08:08 PM IST

TSMC Shares Fall Despite Record Profit as AI Chip Demand Stays Exceptionally Strong

Taiwan Semiconductor Manufacturing Co. reported another record quarterly profit and said demand for artificial intelligence chips remains “extremely robust,” yet its shares fell as investors focused on valuation, margin expectations and the durability of the AI trade. The reaction underscores a growing tension in global markets: even the clearest beneficiaries of the AI buildout are no longer immune to profit-taking after a powerful run-up.

By RDU Global Wire5 min read

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Taiwan Semiconductor Manufacturing Co.(1)Taiwan(1)