TSMC(US:TSM) 智通财经网·2026-01-09 07:05Group 1 - TSMC reported a quarterly revenue of approximately NT$1.05 trillion (around $33.1 billion), exceeding market expectations of NT$1.02 trillion, driven by strong demand for data center chips [1] - The optimism surrounding AI spending is reinforced by TSMC's performance, as global AI expenditure is expected to remain robust through 2026 [1] - TSMC benefits from its core position in manufacturing advanced AI accelerator chips, capitalizing on the AI wave initiated by ChatGPT [1] Group 2 - Concerns exist regarding the cyclical nature of data center investments, with capital flowing between OpenAI and a few major tech companies, causing unease on Wall Street [2] - TSMC plans to allocate $40 billion to $42 billion for capital expenditures for its expansion and upgrades in 2025 [2] - Analysts, including those from JPMorgan, are raising TSMC's target price due to expectations of strong revenue growth and improved profitability [2]