TSMC dropped some spicy numbers—revenue up 39% year-over-year for Jan and Feb. That’s a monster run, and yeah, it’s mostly because everyone and their cousin is building something with AI baked in. AI chips are the new oil.

But Wall Street? Gave it a shrug. Their U.S. stock dipped 3%. That’s the thing with markets right now—so saturated with hype, even real wins barely move the needle.

My sisters and brothers building infrastructure—this is your signal. TSMC’s chip game is strong, and they’re doubling down on U.S. manufacturing. If you’re planning builds in 2025, don’t wait until Q4 to source. Supply chains may look steady now, but demand’s only climbing. Lock in your vendors while they still answer your emails.