Taiwan Semiconductor Manufacturing could build as many as a dozen plants in Arizona, according to The Wall Street Journal. ...

12 January 2026 | 9:01PM JST Equity Research ASIA TECH OUTLOOK & RESURGENT JAPAN Seizing the Global Growth Opportunity: A broader and deeper AI presence in the Asian supply chain Kicking off 2026, we present our Asia technology (hardware) team's investment strategy for the year, focus areas, and stock recommendations. First, as our overall strategy for 1H26, we recommend a priority focus on investment in the AI supply chain, given its growing influence on earnings growth and in view of the debate around a s ...

The fourth-quarter earnings season gets underway this week with the big banks set to report. BAC stock is moving. See the chart and price action here. The Big Six are expected to showcase a rebound in investment banking fees fueled by a 42% year-over-year surge in global M&A activity, according to Dealogic. Here's a look at the earnings calendar for the week ahead: Tuesday, Jan. 13Before Market Open:JPMorgan Chase & Co. (NYSE:JPM) kicks off the fourth-quarter earnings season with its report set to be releas ...

It appears that buying Taiwan Semiconductor Manufacturing Company Limited ( TSM ) stock with a Strong Buy rating from me before the last earnings release was a good decision because the stockComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment deci ...

It appears that buying Taiwan Semiconductor Manufacturing Company Limited ( TSM ) stock with a Strong Buy rating from me before the last earnings release was a good decision because the stockComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment deci ...

The Trump administration has been negotiating for months to bring more high-tech chip manufacturing to the U.S. ...

Key Takeaways TSM is set to report Q4 results Jan. 15, with EPS estimated at $2.76, up 23.2% year over year.TSM is benefiting from AI-led demand and leadership in 7nm, 5nm and 3nm process technologies.TSM faces margin pressure from overseas expansion and potential revenue impact from U.S.-China tensions.Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is scheduled to report fourth-quarter 2025 results before the market opens on Jan. 15.The Zacks Consensus Estimate for fourth-quarter earnings is pegged ...

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) continues to benefit from surging demand for advanced chips, as investors and analysts look ahead to another strong earnings report.Record Quarter In SightTaiwan Semiconductor is poised to deliver a record fourth quarter as demand for artificial intelligence infrastructure continues to fuel growth.Analysts expect the contract chipmaker to report a 27% jump in fourth-quarter net profit to 475.2 billion New Taiwanese dollars ($15.02 billion) for the three mont ...

Core Viewpoint - TSMC is projected to achieve a 27% increase in fourth-quarter net profit, reaching a record high, driven by strong demand for AI chips [1] Company Summary - TSMC is recognized as the world's largest manufacturer of advanced artificial intelligence chips [1] - The anticipated growth in net profit reflects the company's ability to capitalize on the growing market for AI technology [1]

Group 1: Earnings Reports - Major financial institutions including JPMorgan, Wells Fargo, Morgan Stanley, and Goldman Sachs are set to report earnings, marking the start of the earnings season for Q4 2025 [1][3] - JPMorgan Chase, the largest U.S. bank, will kick off the earnings season with its year-end report, having recently announced it will become the next issuer of the Apple Card [3] - Wells Fargo anticipates slower growth in net interest income for the year, while BNY Mellon and Goldman Sachs are also scheduled to report [4] Group 2: Economic Indicators - December's Consumer Price Index is expected to show inflation pressures slowing to 2.7%, with additional reports on wholesale inflation from October and November to provide further insights [6] - Retail sales data for November will offer insights into consumer activity during the holiday shopping season, which is crucial for the U.S. economy [8] - Reports on new and existing home sales are anticipated, as home sales have stalled due to ongoing affordability challenges [8] Group 3: Sector-Specific Insights - Taiwan Semiconductor's earnings will be closely watched to assess the chipmakers' ability to sustain revenue growth amid rising demand for AI chips [5] - Delta Air Lines' earnings will provide insights into the travel sector's recovery following disruptions caused by last year's government shutdown [5]