TSMC(US:TSM) Ge Long Hui A P P·2026-01-09 11:33Core Viewpoint - The technology sector is experiencing a rebound driven by strong earnings guidance, particularly influenced by TSMC's better-than-expected revenue report [1] Group 1: TSMC's Performance - TSMC reported a revenue growth of 32%, surpassing market expectations [1] - This performance has positively impacted its suppliers and clients in the semiconductor industry [1] Group 2: Market Reactions - Following TSMC's announcement, several companies associated with it saw stock price increases, including: - Applied Materials, which rose 2.25% after a previous decline of 3.6% [1] - Lam Research, which increased by 2.4% [1] - Micron Technology, which gained 1.6% [1] - Major clients of TSMC also experienced stock price increases: - Broadcom up by 0.75% [1] - AMD and NVIDIA up by 0.5% and 0.4% respectively [1] - The Nasdaq index, which has a high concentration of technology stocks, saw a pre-market increase of 0.15% after a previous decline [1]