Taiwan Semiconductor Manufacturing (NYSE:TSM) shares have been unstoppable in the past year, gaining more than 52%, thanks in part to a handful of incredible quarters. ...

Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally. ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. (TSMC) reported stronger-than-expected revenue for the fourth quarter, indicating robust global demand for semiconductors [1] Group 1: Company Performance - TSMC's revenue for the fourth quarter exceeded market expectations, reflecting the company's strong position in the semiconductor industry [1] - The company continues to benefit from high demand across various sectors, including automotive and consumer electronics [1] Group 2: Industry Context - The semiconductor industry is experiencing sustained growth, driven by increasing global demand for chips [1] - TSMC's performance is a positive indicator for the overall health of the semiconductor market, suggesting ongoing investment opportunities [1]

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Core Viewpoint - TSMC, the world's largest contract chipmaker, reported fourth-quarter revenue of T$1,046.08 billion ($33.05 billion) [1] Group 1 - TSMC's fourth-quarter revenue reflects a significant financial performance, showcasing the company's strong position in the semiconductor industry [1] - The reported revenue is based on monthly data calculations, indicating a systematic approach to financial reporting [1]

January 8, 2026 07:01 AM GMT Investor Presentation | Asia Pacific 2026 Outlook: Prefer AI to Non-AI; Both Logic and Memory Are Attractive | Downloaded by Neil.Wang@troweprice.com M | Not for redistribution without written consent of Morgan Stanley Charlie Chan Equity Analyst | | | --- | --- | --- | | | | Foundation | | January 8, 2026 07:01 AM GMT | | | | Investor Presentation Asia Pacific | Morgan Stanley Taiwan Limited+ | | | 2026 Outlook: Prefer AI to Non-AI; Both Logic and | Charlie.Chan@morganstanley.c ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Co. is enhancing its leadership in advanced chipmaking with the launch of its 2-nanometer process, while Wall Street becomes increasingly optimistic about the company's AI-driven earnings potential [1]. Group 1: 2nm Production and Customer Demand - Taiwan Semiconductor has commenced production of its 2nm "N2" process, utilizing nanosheet transistors, also known as gate-all-around (GAA) technology [2]. - Major chip designers such as Nvidia, Apple, AMD, and Qualcomm, along with hyperscalers like Microsoft, Amazon, and Google, are expected to drive early demand for the 2nm process [3]. Group 2: Competitive Landscape - Analysts indicate that Taiwan Semiconductor's consistent execution and timely delivery of capacity are setting it apart from competitors like Samsung and Intel, with the gap between them widening [5]. - While Intel's 18A process may attract additional foundry customers, Taiwan Semiconductor is expected to maintain its edge through incremental upgrades across future nodes [6]. Group 3: Geopolitical Factors - Geopolitical issues and supply assurance may create selective opportunities for competitors seeking non-Taiwan production, but Taiwan Semiconductor is likely to remain dominant overall [7]. Group 4: Market Sentiment and Financial Outlook - Following a strong start to 2026, several brokerages have raised their price targets for Taiwan Semiconductor, with JP Morgan increasing its forecast by 24% to 2,100 New Taiwanese dollars due to demand for advanced manufacturing [8]. - Analysts anticipate that Taiwan Semiconductor will report an 18% year-over-year sales growth and an operating margin exceeding 50% for the December quarter, marking a three-year high [9].

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Core Viewpoint - Sodexo reported a revenue of EUR 6.3 billion for the first quarter of fiscal 2026, indicating stable performance in line with expectations [4]. Group 1: Financial Performance - The revenue for Q1 Fiscal 2026 was EUR 6.3 billion, which is broadly in line with previous forecasts [4]. Group 2: Operational Priorities and Outlook - The CFO mentioned that the call would cover operational priorities and the outlook for the year following the revenue discussion [4].