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Tech stocks across Asia are catching momentum as TSMC's solid earnings reshape investor confidence in the AI narrative. The chipmaker's strong performance isn't just moving semiconductor names—it's creating a broader lift for tech equities and reshaping sentiment stateside as well. Sure, geopolitical tensions in the Middle East still linger in the background, but the AI optimism is clearly winning out for now. When the world's leading chip supplier delivers, it sends ripples through the entire ecosystem, reminding traders why exposure to this space matters. The real question is whether this momentum sticks or just becomes another rotation play.