As always, none of this is investment advice—but if you’re building a portfolio around the future of AI infrastructure, it's difficult to ignore TSMC's central role. Pay attention not just to revenue growth, but to capex trends, packaging announcements, and updates around liquid cooling integration in future nodes. These will be key leading indicators of how deeply TSMC embeds itself in the next generation of AI computing.
REVENUE GROWTH
Track quarterly and annual revenue increases as a core measure of demand for AI silicon and services.
CAPEX TRENDS
Watch for announcements about new fabs, R&D budgets, and long-term capital spending plans.
ADVANCED PACKAGING
Stay alert for updates on 2.5D/3D packaging or integration—key for next-gen AI chip efficiency.
LIQUID COOLING
Follow news on liquid cooling integration—crucial for thermal management as AI power density rises.