Lates News

date
15/01/2026
eToro market analyst Zavier Wong stated that TSMC's strong performance in the fourth quarter and clear revenue guidance for 2026 indicate a sustained signal of the artificial intelligence boom. He pointed out that TSMC's gross margin reached 62.3% in the fourth quarter, which is far beyond market expectations, especially considering the company's continued business expansion and transition to more advanced process nodes that usually dilute profit margins. The analyst emphasized that investors should prepare to embrace a long-lasting AI demand after TSMC's guidance of another 30% revenue growth in 2026, rather than a temporary boom cycle. He said, "This quarter is of decisive significance, further consolidating TSMC's position as a benchmark for the semiconductor and AI ecosystem." With the demand outlook continuously improving, this trend should enhance investor confidence in confirming that the AI investment cycle is still in the expansion stage.