Taiwan Semiconductor Stock Rises on Partner Wins, Capacity Expansion, and Booming AI Chip Demand

• Taiwan Semi's key partners like Nvidia and Apple were making news that contributed to the stock price increase.

• Investors are excited about Nvidia's GPU conference and potential new AI products.

• Apple is reportedly discussing using Google's Gemini AI technology, which could lead to new business for Taiwan Semi.

• Taiwan Semi is considering building new advanced packaging capacity in Japan, increasing capacity and geographic diversity.

• As the leading chip manufacturer, Taiwan Semi benefits from increased AI chip demand, especially with 90% market share of advanced manufacturing.