---
title: "TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood"
description: "TSMC's impressive Q4 earnings report signals strong and growing AI demand, with a 35% net profit increase. This validates the business models of neocloud providers like CoreWeave and Nebius, ensuring "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/272745251.md"
published_at: "2026-01-15T20:03:56.000Z"
---

# TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood

> TSMC's impressive Q4 earnings report signals strong and growing AI demand, with a 35% net profit increase. This validates the business models of neocloud providers like CoreWeave and Nebius, ensuring they can meet their multibillion-dollar backlogs. TSMC's increased capex for 2026 indicates ongoing long-term orders for AI chips, alleviating fears of an AI bubble. With a gross margin of 62.3%, TSMC demonstrates significant profitability, suggesting that supply, not demand, is the primary growth constraint for CoreWeave and Nebius.

**Taiwan Semiconductor Manufacturing Co. Ltd.** (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing.

As the exclusive manufacturer of **NVIDIA Corp.** (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst estimates and proving that the AI gold rush is still on. 

-   *CRWV stock is climbing. See the chart and price action here.* 

## The Neocloud Lifeline

For neocloud providers like **CoreWeave, Inc.** (NASDAQ:CRWV) and **Nebius Group N.V.** (NASDAQ:NBIS), TSMC's results are a validation of their business model—to secure massive allocations of Nvidia's Blackwell and upcoming Rubin architectures (manufactured on TSMC's 3nm and 2nm nodes) to provide the specialized compute power that hyperscalers often lack.

Because their entire value proposition rests on the availability of cutting-edge AI chips, the blockbuster quarter and forward guidance from TSMC alleviates two major risks:

-   **Supply Security:** Record manufacturing yields and capacity expansion mean Coreweave and Nebius can fulfill their multibillion-dollar backlogs. 
-   **Demand Strength:** When the world's largest foundry raises its 2026 capex to between $52 billion and $56 billion, it signals that tech companies are still placing massive, long-term orders for AI chips.

### **Bursting The “AI Bubble” Narrative**

The AI bubble fears have been largely quieted by TSMC’s quarterly report and the sheer scale of margins. With a gross margin of 62.3%, TSMC proved that the industry is not just growing, but doing so with immense profitability. 

Taiwan Semiconductor **CEO C.C. Wei'**s declaration that “AI is real” is backed by the fact that its High-Performance Computing (HPC) segment accounts for 55% of total revenue. 

The takeaway for CoreWeave and Nebius investors is that the primary constraint on their growth is supply, not demand. 

TSMC's record-breaking production capacity suggests that neocloud providers will have the consistent access to chips necessary to service their expanding backlogs through 2026.

*Photo: Shutterstock*

### Related Stocks

- [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md)
- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.