Continuous growth in TSMC's profits is attributed to the boom in technological infrastructure. TSMC has achieved consecutive record-breaking earnings for seven quarters, indicating that strong demand for chip AI production capacity and advanced packaging CoWoS technology are the main reasons behind this success. The board of directors has forecasted a 2026 investment of $265 billion in semiconductor factories in Arizona, including an additional $100 billion presented in July.

TSMC's growth has been accompanied by a significant increase in sales, with a 50% rise compared to the previous year in the third and fourth weeks. This has led to new records in earnings, surpassing analyst projections and positively impacting its market valuation. The AI industry has seen a significant increase in order requests, making it more difficult to predict a boom in AI investments.

TSMC's investment in Arizona has been positively received by the local tech community but also by its competitors, such as Samsung Electronics. TSMC has strengthened its position as a global leader in terms of productivity and service quality, maintaining high customer satisfaction levels and further increasing its market valuation. Concerns about AI development have heavily influenced the actions of some AI companies, but TSMC has been able to rely on a strategic approach that allowed them to survive market changes.

The company has continued to invest in innovations and advanced technologies to maintain its competitive advantage. TSMC's success is not only due to its ability to produce chip AI, but also to its global business strategy that includes seeking new growth opportunities and managing resources efficiently. Its growth and diversification strategy have led to continuous growth and increased sales, making it one of the world's richest companies.

TSMC's growth has been forecasted by the board of directors for 2026, anticipating an investment of $60-64 billion in semiconductor factories in Arizona, including an additional $100 billion presented in July. This has made TSMC one of the main beneficiaries of the current monetary crisis, with increased operational costs and rising market valuation.