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Tsmc earnings report $TENCENT(00700)$  

Yes, all these semiconductor and memory companies are intertwined.  What does these companies - Memory maker, foundry and equipment maker have in common. They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.

1. With Q4 earnings ahead, will AI orders drive TSMC to new highs? Likely, but not unconditionally. TSMC’s share price has been propelled by AI-related demand for advanced logic and accelerator chips. Analysts and trading data suggest AI infrastructure spending is a central driver behind forward earnings expectations and capacity utilisation. Foundry revenue has expanded strongly on the back of AI chip orders and products built on TSMC’s leading nodes (3nm and 2nm) have high margins and stickier customer demand.  Key considerations: AI backlog and advanced nodes: TSMC’s 2nm and advanced CoWoS packaging are core to AI chips for Nvidia, AMD and others, sustaining both revenue and margin leadership.  Guidance matters: The next leg higher will depend on guidance around capacity utili

Current Market Trends and Analyst Expectations for the Semiconductor Industry 1. Overall Semiconductor Industry Outlook The chip industry is experiencing a rally, with a projected market size exceeding $2 trillion by 2032, driven by Artificial Intelligence (AI) and its associated infrastructure buildout. Global sales are anticipated to jump by 30% year-over-year, pushing the industry past the $1 trillion annual revenue mark in 2026, also fueled by an Al-led capital spending boom. Chipmakers are expected to end 2025 higher due to sustained investments in Al. 2. Foundry Sector Trends (e.g., TSMC, ASML, Tokyo Electron, Lam Research) Al-Driven Demand for Advanced Chips: The global surge in Al development significantly impacts customer demand for advanced semiconductor chips. Companies like TSM

$TSM 20260116 325.0 CALL$ v

CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$   to $Tokyo Electron (8035.JP)$ .  $Taiwan Semiconductor Manufacturing(TSM)$   , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided

$Taiwan Semiconductor Manufacturing(TSM)$  

1. With Q4 earnings ahead, will AI orders drive TSMC to new highs? Likely, but not unconditionally. TSMC’s share price has been propelled by AI-related demand for advanced logic and accelerator chips. Analysts and trading data suggest AI infrastructure spending is a central driver behind forward earnings expectations and capacity utilisation. Foundry revenue has expanded strongly on the back of AI chip orders and products built on TSMC’s leading nodes (3nm and 2nm) have high margins and stickier customer demand.  Key considerations: AI backlog and advanced nodes: TSMC’s 2nm and advanced CoWoS packaging are core to AI chips for Nvidia, AMD and others, sustaining both revenue and margin leadership.  Guidance matters: The next leg higher will depend on guidance around capacity utili

Media market 

Tsmc earnings report $TENCENT(00700)$  

Yes, all these semiconductor and memory companies are intertwined.  What does these companies - Memory maker, foundry and equipment maker have in common. They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.

Current Market Trends and Analyst Expectations for the Semiconductor Industry 1. Overall Semiconductor Industry Outlook The chip industry is experiencing a rally, with a projected market size exceeding $2 trillion by 2032, driven by Artificial Intelligence (AI) and its associated infrastructure buildout. Global sales are anticipated to jump by 30% year-over-year, pushing the industry past the $1 trillion annual revenue mark in 2026, also fueled by an Al-led capital spending boom. Chipmakers are expected to end 2025 higher due to sustained investments in Al. 2. Foundry Sector Trends (e.g., TSMC, ASML, Tokyo Electron, Lam Research) Al-Driven Demand for Advanced Chips: The global surge in Al development significantly impacts customer demand for advanced semiconductor chips. Companies like TSM

CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$   to $Tokyo Electron (8035.JP)$ .  $Taiwan Semiconductor Manufacturing(TSM)$   , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided

$TSM 20260116 325.0 CALL$ v

$Taiwan Semiconductor Manufacturing(TSM)$