TSMC and Samsung Offer Clues to Global AI Boom

An image of a semiconductor wafer displayed at the TSMC Museum of Innovation in Hsinchu, Taiwan.Photographer: An Rong Xu/Bloomberg

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By Rachel Yeo, Reina Sasaki, Harshita Swaminathan, and Justina T Lee

October 10, 2025 at 1:59 AM UTC

Updated on

October 13, 2025 at 3:57 AM UTC

The global AI boom is putting a spotlight on Taiwan Semiconductor Manufacturing Co.’s and Samsung Electronics Co.’s earnings outlook this week.

After an investment frenzy from US tech giants like Nvidia Corp. and OpenAI, the chipmakers’ earnings may offer insight into growing concerns over a potential AI bubble.