Taiwan Semiconductor Manufacturing Company just reported a roughly 35% jump in revenue, driven by strong demand for AI chips. The results reinforce TSMC’s position at the center of the artificial intelligence boom, supplying advanced semiconductors to major tech companies building AI infrastructure.

Dan Koh and Ryan Huang break down what’s driving TSMC’s growth, why AI demand remains strong despite geopolitical tensions, and why TSMC remains one of the most important companies in the global tech supply chain.