TSMC(US:TSM) Chan Ye Xin Xi Wang·2026-01-09 02:03Market Performance - The Shanghai Composite Index had a weekly change of +0.13%, while the ChiNext Index decreased by -1.25%. The CSI 300 Index fell by -0.59%, and the CSI 1000 Index remained unchanged at -0.13%. In contrast, the Hang Seng Tech Index rose by +4.31%, and the Nasdaq Index decreased by -1.52% [1] - Sector performance showed that the Media Index increased by +2.27%, the Hang Seng Internet Technology sector rose by +4.27%, the CSI Overseas China Internet 50 Index increased by +2.89%, while the Artificial Intelligence Index fell by -1.26% [1] Semiconductor Industry - TSMC's 2nm (N2) technology has commenced mass production as scheduled in Q4 2025. This technology utilizes the first-generation nanosheet GAA transistor technology, offering advancements in performance and power consumption across all process nodes, making it the most advanced semiconductor technology in terms of density and energy efficiency [2][4] AI Sector - Meta announced the acquisition of the AI startup "Butterfly Effect" for several billion dollars, marking its third-largest acquisition in history. The founder of Butterfly Effect will become Meta's Vice President, leading its AI strategy. Companies to watch include Meta, Adobe, Microsoft, Apple, Nvidia, AMD, and Amazon [2] - In domestic AI, "Moonlight Dark Side" completed a $500 million Series C financing round, led by IDG, with participation from Alibaba and Tencent. Additionally, Beijing Zhiyu Huazhang Technology Co., Ltd. is set to go public on January 8, 2026, with an expected fundraising of HKD 4.3 billion [3] Smart Driving - By the end of 2025, Tesla's smart assisted driving has accumulated over 11 billion kilometers driven globally. The accident rates for major collisions have decreased to 1/8, minor collisions to 1/8, and non-road collisions to 1/6 compared to the average in the U.S. [5] E-commerce - Taobao Flash Sale launched the 2026 New Year Festival, emphasizing 30-minute delivery. The event integrates resources from major supermarkets and offers various discounts, suggesting a focus on consumer behavior during the event [6] - 1688's AI version of Chengxintong has achieved significant improvements since its launch, with a 20% increase in buyers, a 73% increase in GMV, and a 31% increase in repurchase rates, indicating a shift towards intelligent operations for small and medium enterprises [7] Automotive Industry - Xiaomi's Yu7 has surpassed 150,000 deliveries within six months of its launch, achieving 2.3 times the delivery volume of the SU7 during the same period. Xiaomi also announced interest-free benefits for consumers who place orders by February 28, 2026 [8]