Yes, all these semiconductor a

Yes, all these semiconductor and memory companies are intertwined.

What does these companies - Memory maker, foundry and equipment maker have in common.

They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.

TSMC Beats On AI Demand: New Highs Ahead?

TSMC reported a 20.45% YoY jump in Q4 revenue, beating market expectations as AI-driven chip demand continued to surge. Revenue reached T$1.046T, above the LSEG SmartEstimate and within company guidance, underscoring strong orders from key customers like NVIDIA and Apple. With Q4 beating expectations, can AI demand push TSMC to new highs in 2026? Will upcoming capex guidance confirm that the AI cycle is still accelerating?

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