Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing (NYSE:TSM) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.

In dollars and cents, TSMC guided investors to expect Q1 revenue of $34.6 billion to $35.8 billion, implying sequential growth of up to 9%. Management says profit margins should be in the 63% to 65% range (gross) and 54% to 56% (operating).

The U.S. signed a trade deal with Taiwan to revitalize its semiconductor sector through investment, credit guarantees and trade incentives.

Tekscend Photomask Round Rock Inc. is expanding its production capacity at its manufacturing facility in Round Rock. It received a $15.2 million Texas Semiconductor Innovation Fund (TSIF) grant as an incentive. The company claims it’s making a $223 million capital investment in the expansion, which is expected to create an additionall 50 jobs.

The U.S. agreed to lower tariffs on Taiwanese imports to 15%. In return, Taiwan agreed to make $250B investments to expand U.S. semiconductor manufacturing.

A UK company’s successful test of a 1,000°C furnace in space is bringing that futuristic vision closer to reality. Space Forge, a startup based in Cardiff, Wales, has confirmed that its microwave sized orbital furnace was successfully switched on and reached the temperature required for semiconductor production,

The money will go toward expanding production capacity at Tekscend Photomask's Round Rock manufacturing facility.

Texas Gov. Greg Abbott announces a $3.5M grant for TSTC's 10-week semiconductor training program, boosting workforce skills.

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA A PROCLAMATION 1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a