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).

Taiwan Semiconductor (NYSE: TSM) beats Q4 earnings expectations, driven by demand for advanced processor tech.

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

Texas Governor Abbott announces a $15.2 million grant to Tekscend Photomask to enhance semiconductor production.

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy focuses on investing in high-quality companies with favorable cashflow-based valuations.