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Options volume extremely heavy with 486k 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TSMC detailed plans to accelerate the building of new plants in Taiwan and the U.S.Taiwan Semiconductor Manufacturing's earnings are breathing new life into the artificial-intelligence trade on Thursday, highlighting both robust demand and aggressive plans to spend across the ecosystem.See also: This could be a better - and safer - way into the AI trade in 2026. That's as TSMC's management rolled out big spending targets. Analysts previously expected the company's capital expenditures to be about $40 billion to $50 billion for this year, but the company's guidance is now in the range of $52 billion to $56 billion. The company is investing in a new Arizona facility and building out fabrication plants in Taiwan.CFO Wendell Huang also upped TSMC's guidance on operating margins, now calling for 54% to 56%, versus 52% beforehand. Revenue growth is expected to reach 30% in 2026, again in advance of 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