TSMC stock price jumps 5% as AI capex bets return — what to watch before Taiwan opens
Taipei, Feb 8, 2026, 07:54 (GMT+8) — The market has closed.
- TSMC’s U.S. shares jumped 5.5% Friday. Over in Taiwan, though, the stock ended just slightly higher.
- Chip stocks bounced back, with investors turning their attention once again to Big Tech’s AI infrastructure spending.
- Up next: TSMC’s January sales numbers land Feb. 10.
U.S.-traded shares of Taiwan Semiconductor Manufacturing Co surged 5.5% Friday, closing out the session at $348.85 as chip stocks rebounded late in the week. 1
The bounce is drawing attention, with the so-called “AI trade” swinging on investors’ concerns about whether huge capex will actually lead to profits. Chip stocks now serve as the main barometer for sentiment….
