TSMC shares reached a record high of $361.99 following a 37% year-over-year revenue surge in January, driven by relentless demand for AI infrastructure. The company's board also approved a massive $30 billion capital increase to support its global subsidiary expansion.
- Bank of America analysts noted an aggressive 2026 capital expenditure plan prioritizing front-end facility expansion.
- The strategic move reinforces TSMC's dominance as the primary manufacturer for industry giants like Nvidia and Apple.
- Shares climbed 1.85% to a record $361.99 on February 10, 2026.