--- title: "Taiwan Semiconductor Trades Near 52-Week High After AI Demand, Big Tech Spending Lift Shares" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275934823.md" description: "Taiwan Semiconductor (TSM) is trading near its 52-week high, driven by a 37% surge in January revenue and increased AI demand from Big Tech, which plans to invest over $600 billion in AI infrastructure. Analyst Gil Luria from DA Davidson initiated coverage with a Buy rating and a $450 price target, highlighting TSMC's operational efficiency and strong gross margins. The company's revenue growth outpaces expectations, and with major players like Google and Amazon ramping up capital expenditures, the semiconductor sector is poised for significant growth, potentially reaching $1 trillion in annual revenue." datetime: "2026-02-13T18:07:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275934823.md) - [en](https://longbridge.com/en/news/275934823.md) - [zh-HK](https://longbridge.com/zh-HK/news/275934823.md) --- > 支持的语言: [English](https://longbridge.com/en/news/275934823.md) | [繁體中文](https://longbridge.com/zh-HK/news/275934823.md) # Taiwan Semiconductor Trades Near 52-Week High After AI Demand, Big Tech Spending Lift Shares **Taiwan Semiconductor Manufacturing Company Ltd** (NYSE:TSM) traded near its 52-week high on Friday as the AI boom continued to drive strong momentum across chipmakers. ## Analyst Highlights TSMC's Execution Edge DA Davidson analyst Gil Luria initiated coverage on Taiwan Semiconductor with a Buy rating and a $450 price forecast. Luria said Taiwan Semiconductor differentiates itself by repeatedly turning complex architectural shifts into reliable, cost-efficient manufacturing platforms delivered on schedule. The company's nearly 60% gross margin underscores that operational discipline, the analyst noted. ## AI Demand Powers Revenue Strength Taiwan Semiconductor’s January revenue rose 36.8% year-over-year to 401.3 billion New Taiwan dollars ($12.7 billion), topping the 30% growth the company expects for the full year.  The company is a critical supplier to **Nvidia Corp** (NASDAQ:NVDA) and **Apple Inc** (NASDAQ:AAPL).  ## Big Tech Spending Adds Tailwinds Semiconductor stocks saw gains as investors reacted to fresh signs of accelerating AI-driven spending. **Alphabet Inc**'s (NASDAQ:GOOGL) **Google** and **Amazon.com Inc** (NASDAQ:AMZN) raised their 2026 capital expenditure forecasts, boosting suppliers such as Nvidia and Taiwan Semiconductor that provide key AI hardware, including custom TPU chips and GPUs. Google now expects $175 billion–$185 billion in capex, while Amazon outlined a $200 billion plan. **Wedbush** analyst Dan Ives projects Big Tech capex climbing to $550 billion–$600 billion in 2026, up from roughly $380 billion in 2025. He sees the semiconductor sector nearing $1 trillion in annual revenue as AI and data center demand surge. **TSM Price Action:** Taiwan Semiconductor shares were up 0.54% at $370.07 at the time of publication on Friday, according to Benzinga Pro data. _Photo: Shutterstock_ ### 相关股票 - [Amazon (AMZN.US)](https://longbridge.com/zh-CN/quote/AMZN.US.md) - [Tower Semicon (TSEM.US)](https://longbridge.com/zh-CN/quote/TSEM.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [Direxion Daily Googl Bear 1x Shares (GGLS.US)](https://longbridge.com/zh-CN/quote/GGLS.US.md) - [Direxion Daily TSM Bull 2X Shares (TSMX.US)](https://longbridge.com/zh-CN/quote/TSMX.US.md) - [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/zh-CN/quote/DTCR.US.md) - [Leverage Shares 2X Long TSM Daily ETF (TSMG.US)](https://longbridge.com/zh-CN/quote/TSMG.US.md) - [Roundhill AMZN WeeklyPay ETF (AMZW.US)](https://longbridge.com/zh-CN/quote/AMZW.US.md) - [Proshares Big Data Refiners ETF (DAT.US)](https://longbridge.com/zh-CN/quote/DAT.US.md) - [iShares Expanded Tech Software Sector ETF (IGV.US)](https://longbridge.com/zh-CN/quote/IGV.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [Direxion Daily TSM Bear 1X Shares (TSMZ.US)](https://longbridge.com/zh-CN/quote/TSMZ.US.md) - [Direxion Daily AMZN Bear 1X Shares (AMZD.US)](https://longbridge.com/zh-CN/quote/AMZD.US.md) - [GraniteShares 2x Long TSM Daily ETF (TSMU.US)](https://longbridge.com/zh-CN/quote/TSMU.US.md) - [First Trust Nasdaq Food & Semicon (FTXL.US)](https://longbridge.com/zh-CN/quote/FTXL.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-CN/quote/GGLL.US.md) - [Invesco Semiconductors ETF (PSI.US)](https://longbridge.com/zh-CN/quote/PSI.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [Roundhill GOOGL WeeklyPay ETF (GOOW.US)](https://longbridge.com/zh-CN/quote/GOOW.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Franklin Exponential Data ETF (XDAT.US)](https://longbridge.com/zh-CN/quote/XDAT.US.md) - [GraniteShares 2x Long AMZN Daily ETF (AMZZ.US)](https://longbridge.com/zh-CN/quote/AMZZ.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [Taiwan Fd (TWN.US)](https://longbridge.com/zh-CN/quote/TWN.US.md) - [Direxion Daily AMZN Bull 2X Shares (AMZU.US)](https://longbridge.com/zh-CN/quote/AMZU.US.md) - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md) ## 相关资讯与研究 - [Google is using old news reports and AI to predict flash floods](https://longbridge.com/zh-CN/news/278859255.md) - [RiverPark Advisors LLC Has $5.11 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM](https://longbridge.com/zh-CN/news/278709567.md) - [Amazon's vibe coding went awry. 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