# Despite persistent fears that AI demand might be cooling, fresh earnings from Nvidia (NVDA) Broadcom (AVGO), and others underscore that the AI boom shows no signs of slowing.

*semiconductor · news · 2026-03-24 · Barchart*

## Key points

- Nvidia's data-center segment revenue surged 75% to $62.3 billion, powered by AI demand.
- TSMC's Arizona Fab 4 facility is fully booked through late 2027 before construction starts.
- U.S. tech giants are paying 25%-30% premiums for TSMC's Arizona chip capacity amid supply concerns.
- TSMC guides for nearly 30% revenue growth in 2026, outpacing analyst forecasts.
- Advanced nodes (7nm and below) now account for 77% of TSMC's wafer revenue.

**Companies:** Nvidia, Broadcom, Taiwan Semiconductor, Apple, Advanced Micro Devices, Qualcomm
**Countries:** United States, Taiwan

[Read the full story on Barchart](https://www.barchart.com/story/news/927456/taiwan-semiconductor-s-new-fab-4-is-fully-booked-before-construction-even-begins)

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