TSMC Nvidia Rebound Following $250B US-Taiwan Trade Deal and Strong Earnings
Global markets rally as TSMC's strong earnings and a landmark $250 billion US-Taiwan trade deal boost Nvidia and Samsung. KOSPI hits a record high on Jan 16, 2026.
A massive $250 billion investment pivot is reshaping the tech landscape. Global markets are surging as Nvidia and other Big Tech leaders reclaim their momentum, fueled by record-breaking chip demand.
According to reports from AP and Reuters on Jan. 16, 2026, Asian markets showed mixed results but were anchored by a powerful rally in the semiconductor sector. TSMC sparked optimism after announcing blowout profits and ambitious new investment plans that suggest the AI boom is far from over.
TSMC Nvidia US-Taiwan Deal 2026 Momentum
The centerpiece of this recovery is a landmark trade agreement between the Trump administration and Taiwan. In a strategic swap, Taiwanese tech giants have committed $250 billion to build U.S. industrial infrastructure. In exchange, Washington will slash tariffs on Taiwanese goods, a move intended to secure the semiconductor supply chain.
TSMC's stock jumped 4.4% in U.S. trading following comments from CFO Wendell Huang regarding "continued strong demand." Nvidia followed suit with a 2.1% gain, quieting critics who argued that AI valuations had peaked too early. The deal signals a long-term marriage between Asian manufacturing prowess and American industrial policy.
Global Market Performance and Macro Factors
Beyond tech, investors are cheering a cooldown in energy costs. Benchmark U.S. crude dropped 4.6% on Thursday, settling near $59.21 per barrel. Markets interpreted statements from Trump regarding easing tensions in Iran as a signal that oil supply disruptions are becoming less likely. Meanwhile, financial giants like BlackRock reported earnings that beat expectations, sending their shares up 5.9%.
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
OpenAI has intensified its OpenAI AI chip deals 2026 by signing a $10B agreement with Cerebras, adding to its massive $1.4 trillion infrastructure commitments with Nvidia and AMD.
Micron (MU) stock surged 52% this month following a $100B fab groundbreaking in New York. With memory shortages expected until 2027, learn how AI demand is driving prices up by 55%.
KOSPI hits a historic 4,800 record high on Jan 16, 2026, marking an 11-session winning streak. Samsung Electronics leads the semiconductor rally as market cap tops 4,000 trillion won.
The KOSPI index hit a record 4,840.74 on Jan 16, 2026, as South Korea's market cap topped 4,000 trillion won. Discover the factors behind this 11-day rally.
OpenAI has intensified its OpenAI AI chip deals 2026 by signing a $10B agreement with Cerebras, adding to its massive $1.4 trillion infrastructure commitments with Nvidia and AMD.
Micron (MU) stock surged 52% this month following a $100B fab groundbreaking in New York. With memory shortages expected until 2027, learn how AI demand is driving prices up by 55%.
KOSPI hits a historic 4,800 record high on Jan 16, 2026, marking an 11-session winning streak. Samsung Electronics leads the semiconductor rally as market cap tops 4,000 trillion won.
The KOSPI index hit a record 4,840.74 on Jan 16, 2026, as South Korea's market cap topped 4,000 trillion won. Discover the factors behind this 11-day rally.