On January 19, as reported by Taiwanese media, the share price of semiconductor foundry giant TSMC opened on a slightly lower note but soon embarked on an upward trajectory. During the trading session, the stock experienced a surge of NT$40, climbing to an unprecedented peak of NT$1,780. This milestone pushed TSMC's market capitalization beyond the NT$46 trillion mark.

Driven by the robust demand in the artificial intelligence (AI) market, TSMC is poised to maintain a strong operational performance in the first quarter, traditionally considered a slow season. The company anticipates a sequential increase of 4% in its U.S. dollar revenue. Looking ahead to 2026, TSMC projects a substantial growth of nearly 30% in its U.S. dollar revenue.

In a bid to meet this growing demand, TSMC is actively investing in capacity expansion, with capital expenditures projected to range between US$52 billion and US$56 billion. Amidst this expansion, the industry continues to grapple with shortages and price hikes in key areas such as memory and printed circuit boards (PCBs).

On the same day, the Taiwan stock market closed with a significant gain of 230.59 points, reaching 31,639.29. This marked new intraday and closing highs, with a trading volume of NT$799.3 billion.