NVIDIA Highlights Taiwan's Growing Role In AI InfrastructureHuang said NVIDIA's spending in Taiwan has already increased from roughly $10 billion to $15 billion annually several years ago to around $100 billion today, while also outlining plans for a new Taiwan headquarters expected to employ about 4,000 people.Taiwan Semiconductor Expands Employee BonusesSeparately, Taiwan Semiconductor CEO C.C. Wei told employees the company expects average profit-sharing payouts for Taiwan-based staff to rise more than 30% this year as surging AI-driven demand continues boosting earnings and margins.Wei addressed employee concerns over incentive growth during a company town hall after online discussions questioned quarterly bonus increases, Bloomberg reported on Wednesday.Taiwan Semiconductor, which sits at the center of the global AI semiconductor supply chain, more than doubled March-quarter earnings over the past two years to 572.5 billion New Taiwan dollars while lifting gross margin to 66% this year.The company previously said its full-year employee profit-sharing growth should exceed last year's pace after expanding the bonus pool to about 103 billion New Taiwan dollars in 2025, up 46.6% year over year.Taiwan Semiconductor Sits At The Center Of The Global AI Supply ChainAnalyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $420.00. Recent analyst moves include:
Taiwan Semiconductor Stock Hits 52-Week High - Here's Why - Taiwan Semiconductor (NYSE:TSM)
Taiwan Semiconductor (TSM) hits a new 52-week high as NVIDIA boosts spending signals and highlights Taiwan's massive AI role.
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