TSMC Spending Boost Sends Super Micro Up 11% in AI Hardware Rally

Overview

• Super Micro Computer shares rose 10.94% on Friday to close at $32.64 after TSMC outlined a higher 2026 capital spending plan.
• TSMC said it will lift capex to $52–$56 billion for 2026, a 33%–37% increase from last year’s $38–$42 billion range.
• TSMC reported fourth‑quarter net income of NT$505.7 billion, up 35% year over year, with net sales rising 20.5% to NT$1.046 trillion.
• Stocks exposed to Nvidia GPUs, including Super Micro and IREN, gained on expectations tied to continued GPU production at TSMC.
• Super Micro recently secured a $2 billion revolving credit facility with JPMorgan and other lenders and announced new AI retail partnerships with Everseen, Kinetic Vision, and Nvidia, with its fiscal Q2 report expected in the last week of January based on historical timing.