Shares of key semiconductor companies rose overnight after a report from Taiwan Semiconductor Manufacturing Company (TSMC) showed stronger-than-expected results and raised its AI-capex guidance. The move reignited investor optimism across chip and AI hardware segments, including Nvidia Corporation, Micron Technology and Broadcom Inc.. Futures in U.S. and Asian markets tracked higher as hopes for renewed U.S.–Taiwan trade cooperation and inflation softening bolstered the outlook. Analysts say the momentum may broaden beyond chipmakers into systems and networking firms if AI infrastructure flows accelerate globally.