BigTech @BigTech: "📈 TSMC's Planned Record Capex..."

Smart Portfolio

📈 TSMC's Planned Record Capex Investment Highlights AI Sector Growth 👉 $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) has kicked off the Q1 earnings season with impressive results, underscoring the robust demand for AI chips and the ongoing expansion of the AI sector. 👉 TSMC is set to invest a record capital expenditure of up to $56 billion in 2026, with a focus on expanding 2nm capacity and enhancing advanced packaging capabilities. This substantial investment aims to maintain TSMC's position at the forefront of semiconductor innovation. 👉 “The demand for AI remains very strong, driving overall chip demand across the entire server industry,” Counterpoint Research senior analyst Jake Lai told CNBC, predicting that 2026 will be another “breakout year” for AI server demand. ❓ As the first chipmaker to report Q1 earnings, do you think TSMC's results and planned record capital expenditure signal another “breakout year” for AI and related industries? 🔗Read more: www.cnbc.com/2026/01/15/tsmc-q4-profit-record-ai-chip-demand-nt1-trillion.html ✨ $TSM is part of eToro’s @BigTech Smart Portfolio, a fully allocated strategy investing in leading global large-cap technology companies across telecom, entertainment, e-commerce, software, and more. @BigTech is part of eToro’s Smart Portfolios series, focusing on innovative themes, and is available with a minimum investment of $500. Some of the portfolio’s holdings include $META (Meta Platforms Inc), $GOOGL (Alphabet Inc Class A), $AVGO (Broadcom Inc), $BABA (Alibaba-ADR), and $PLTR. Your capital is at risk. Past performance is not an indication of future results.