Editing Openai/6968ee10-951c-8011-8e7f-47f6744b86aa (section)

==== Bottom Line ====

🚀 TSMC’s call was affirmatively bullish for AI growth — not just a near-term beat, but a structural reinforcement of multi-year demand, especially in high-performance computing nodes and packaging.

🤝 For Nvidia, this translates to:
* Continued dependency on TSMC’s advanced manufacturing.
* Strong demand signals that support Nvidia’s AI roadmap.
* Potential supply/significant capex tailwinds — but also persistent bottlenecks and geopolitical risk factors.

📌 Conclusion: The market view framed by this call positions TSMC not simply as a chipmaker, but as a critical infrastructure anchor for the AI era — and Nvidia, as well as the broader AI compute sector, will likely ride that structural demand curve for years. Financial Times<ref>{{cite web|title=Financial Times|url=https://www.ft.com/content/a3b4c1ac-f26a-44bd-a605-25603b2a0669|publisher=Financial Times|access-date=2026-01-16}}</ref>