TSMC(US:TSM) Di Yi Cai Jing·2026-01-16 04:54Group 1 - Multiple semiconductor stocks in A-shares showed strong performance in early trading, with Tianyue Advanced (688234.SH) rising by 20%, and other companies like Canxin (688691.SH) and Zhenlei Technology (688270.SH) increasing by 8.12% and 8.05% respectively [2][3] - The companies involved in this surge include those in semiconductor equipment and materials, such as Tianyue Advanced, which specializes in silicon carbide single crystal substrate materials, and Xingchen Technology, which focuses on video surveillance chips [3] Group 2 - Semiconductor foundry SMIC (688981.SH) rose by 1.21% and Huahong (688347.SH) increased by 1.67% in early trading [4] - TSMC reported a record revenue of NT$1.046 trillion (approximately US$33.73 billion) for Q4 2025, marking a year-on-year growth of 20.5%, with a net profit of NT$505.7 billion (approximately US$16 billion), up 35% [4] - TSMC anticipates stronger growth in 2026, with capital expenditures expected to rise by 37% to US$56 billion, significantly higher than the US$40.9 billion spent in 2025 [4][5] Group 3 - TSMC's chairman stated that the demand for AI remains strong, and the overall foundry market is expected to grow by 16% in 2025 and 14% in 2026 [5] - TSMC has received strong demand signals from clients seeking additional capacity, indicating a robust market outlook [5] - In the US market, TSMC shares rose by 4.44%, with other semiconductor stocks like Nvidia and AMD also experiencing gains [5]