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In Q1 2026, Taiwan Semiconductor Manufacturing Company (TSMC) strengthened its central role in the AI trend, as highlighted in a Sands Capital investor letter. TSMC, the world’s leading contract chip manufacturer, demonstrated robust AI-related demand through its latest results and strategic capital

The rapid advancement of artificial intelligence technology has created a wealth boom in Silicon Valley, but also triggered anxiety, layoffs, and an identity crisis among industry professionals. This trend reflects the profound impact of AI development on the entire technology ecosystem, from chip m