Prediction: TSMC Stock Will Soar After Jan. 15

• TSMC's gross maturation successful the 4th fourth of 2025 exceeded marketplace expectations.

• The foundry elephantine seems poised for faster maturation successful 2026.

• TSMC's quality to present a better-than-expected outlook erstwhile it releases results connected Jan. 15 could beryllium a tailwind for the company's banal price.

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The semiconductor manufacture is poised for different twelvemonth of terrific maturation successful 2026, and 1 of the champion ways to capitalize connected the sunny prospects of this marketplace is by investing successful Taiwan Semiconductor Manufacturing (NYSE: TSM), the world's largest semiconductor foundry.

Popularly known arsenic TSMC, shares of the foundry elephantine person registered awesome gains of 59% connected the marketplace successful the past year. It won't beryllium astonishing to spot TSMC banal caput higher successful 2026 arsenic semiconductor income are anticipated to accelerate successful the caller year. World Semiconductor Trade Statistics (WSTS) estimates a 26.3% spike successful the semiconductor industry's gross this year, an summation of astir 4 points from 2025's growth.

This could construe into stronger maturation for TSMC successful the caller year, arsenic it manufactures chips designed by the world's starring spot designers and deployed successful a wide assortment of applications. TSMC banal should get a bully boost erstwhile it releases its fourth-quarter 2025 results connected Jan. 15. Let's spot wherefore that whitethorn beryllium the case.

TSMC precocious released its December gross report, posting a 20.4% year-over-year leap successful its apical enactment for the month. The spot giant's gross landed somewhat up of what analysts anticipated.

TSMC's December gross means that its apical enactment jumped by 31.6% successful 2025 successful New Taiwan Dollars. The institution grew astatine a faster gait than the semiconductor marketplace did past year. That isn't surprising, arsenic TSMC has been capturing a larger stock of the Foundry 2.0 market, which encompasses spot manufacturing, assembly, and testing.

Counterpoint Research estimates that TSMC's Foundry 2.0 marketplace stock accrued by 6 percent points twelvemonth implicit twelvemonth successful the 3rd 4th of 2025 to 39%. It was the fastest-growing subordinate successful this abstraction during the quarter, and by a large margin. The adjacent fastest-growing Foundry 2.0 subordinate was Texas Instruments, which saw a 14% year-over-year summation successful revenue, compared to the 41% leap clocked by TSMC successful Q3 revenue.

The ascendant presumption that TSMC enjoys successful the Foundry 2.0 marketplace tin beryllium attributed to its cutting-edge semiconductor manufacturing nodes arsenic good arsenic the company's absorption connected assertive capableness enlargement to enactment the steadfast request for artificial quality (AI) chips. For instance, the institution reportedly aims to summation its monthly precocious packaging capacity, which is important for manufacturing AI spot systems, to 120,000-130,000 wafers by the extremity of the year, arsenic compared to 75,000-80,000 wafers monthly astatine the extremity of 2025.