This Proves The AI Boom Will Last Through 2027
Key takeaways
- Taiwan Semiconductor (TSM) disclosed $31.28B in capital appropriations for advanced technology capacity and up to $20B for Arizona fab expansion, with shares up 33.48% year-to-date and 108.67% over the past year.
- It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started.
- The implication for today s AI leaders is that the names with real staying power compound, while the companies that attached themselves to the narrative without much substance behind it face a rougher road.
This Proves The AI Boom Will Last Through 2027 Thomas Richmond Tue, May 26, 2026 at 10:15 PM GMT+7 4 min read TSM GOOG META NVDA SOFI Quick Read Taiwan Semiconductor’s monthly demand reports serve as the clearest signal for whether the AI buildout continues through 2027, as all major chipmakers route production through TSM’s foundry capacity regardless of end customer.
Taiwan Semiconductor (TSM) disclosed $31.28B in capital appropriations for advanced technology capacity and up to $20B for Arizona fab expansion, with shares up 33.48% year-to-date and 108.67% over the past year.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)