Friday, January 9, 2026

Chips: "TSMC fourth-quarter revenue jumps 20%, beats forecasts"

The whole investing/investing management/work-life balance thing is a lot easier if you follow the money.*

From Reuters, January 9: 

  • TSMC's Q4 revenue rises 20.45%, beating market forecast
  • TSMC to give outlook on January 15 earnings call
  • TSMC shares outperform broader market with 44.2% gain last year

TAIPEI, Jan 9 (Reuters) - TSMC (2330.TW), the world's largest contract chipmaker, on Friday reported a 20.45% increase in fourth-quarter revenue from a year earlier, beating the market forecast, as demand for the company's products leapt in response to surging interest in AI applications. 

The company, whose customers include Nvidia (NVDA.O),  and Apple (AAPL.O), has been a major beneficiary of advances in AI, which has more than offset the tapering off of pandemic-led demand for chips used in consumer electronics like tablets....


....MUCH MORE
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We are firm believers in the concept of finding waterfalls of money and standing close enough to experience the refreshing splashes that will come your way. Or, here's a 2018 variant:  

Opportunity Knocks: The U.N Says It Need's $74 Trillion Between 2018 and 2030 For the Sustainable Development Goals

...One of the easiest ways to take advantage of the world is to find a firehose of money and go stand next to it. With enough moolah splashing around some of it is sure to land on you....