TSMC’s 20% Revenue Beat, 44% Stock Surge 01/09/26

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TSMC's 20% Revenue Beat, 44% Stock Surge 01/09/26

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TSMC’s 20% Revenue Beat, 44% Stock Surge 01/09/26

Key Stories:

• The company tallied over $33 billion in revenue for the October-December period. This strong performance is largely credited to the exploding demand for TSMC’s semiconductor products, driven by the booming interest in AI applications. As a key supplier to tech giants like Nvidia and iPhone maker Apple, TSMC is directly benefiting from these advancements. The company’s Taipei-listed shares have already reflected this optimism, gaining over 44% last year, significantly outperforming the broader market’s 25% rise. Investors will now be keenly watching January 15th, when TSMC releases its full fourth-quarter earnings and provides an updated outlook for the current quarter and full year, which could provide further direction for the entire chip sector. Read more

Keywords: AI, Apple, Nvidia, Q4 earnings, TSM, TSMC, artificial intelligence, chipmaker, market forecast, revenue, semiconductors, stock performance