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TSMC reports a multi-year AI megatrend in the chip world, with revenue growing 35% in the first quarter, confirming that the AI infrastructure build-out is not a short-term spike.

Impact: Maintains bullish sentiment for semiconductor stocks and AI-related infrastructure providers.

— from Market Update: AI Chip Demand, Luxury Turnarounds, and Environmental Services · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Apr 17, 2026