Seeking Alpha·2026-01-05 12:17Oil Industry - Crude oil prices are largely unchanged as traders assess the U.S. operation that ousted Nicolás Maduro from Venezuela, which may lead to a potential restoration of oil production in the country [3][4] - Goldman Sachs analysts suggest that any rebound in Venezuelan oil output will be limited and slow due to years of underinvestment and deteriorating infrastructure, requiring strong incentives to attract capital [4] - The prospect of increased Venezuelan oil supply adds downside risks for global crude prices beyond 2027, especially in conjunction with production growth in Russia and the U.S. [5] Semiconductor Industry - Taiwan Semiconductor Manufacturing Company (TSMC) shares surged 3% in premarket trading after a 5% increase on Friday, reaching a new record high following a 35% price target increase by Goldman Sachs to NT$2,330 [7] - Goldman Sachs views AI as a multi-year growth engine for TSMC, projecting improved profit margins and a planned investment of $150 billion over the next three years to increase capacity [8] Technology and Consumer Electronics - Samsung Electronics plans to double the number of mobile devices powered by Google's Gemini AI from 400 million to 800 million by 2026, with a focus on applying AI across all products and services [9] - The co-CEO of Samsung acknowledged the impact of the global memory chip shortage on mobile phones and consumer electronics, indicating potential price hikes while working on long-term strategies to mitigate the effects [10]