Zacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms
View original at finance.yahoo.comZacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms For Immediate Release Chicago, IL – January 16, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM, NVIDIA NVDA, Apple AAPL, Broadcom AVGO and Meta Platforms META…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
It takes two to three years to build a new fab and new capacity won't meaningfully help supply until 2028 or 2029
80% confidenceAggressive investment reflects sustained AI-driven demand and tight supply conditions
80% confidenceQ1 2026 revenue will fall between $34.6 and $35.8 billion
80% confidenceTSM shares can go to $500 in 2027
80% confidence2nm revenue will surpass the total of 3nm and 5nm by Q3 2026
80% confidenceEarly interest for A16 from HPC and AI customers is extremely high
80% confidenceOur pricing will remain strategic, not opportunistic
80% confidenceOperating profit margin expected between 54% and 56% for Q1 2026
80% confidenceAI infrastructure buildout will cross $1 trillion annually in 2028, with as much as 1/3 going for chips
80% confidenceFor advanced nodes (3nm and 5nm), current demand is roughly three times higher than available capacity
80% confidenceAI infrastructure buildout will cross $1 trillion annually in 2028
80% confidenceBuy TSM shares under $350
80% confidenceGross profit margin expected between 63% and 65% for Q1 2026
80% confidenceCoWoS capacity is sold out through at least mid-2026
80% confidenceA16 node remains on track for volume production in the second half of 2026
80% confidence
Data points we hold from this source
| Taiwan Semiconductor Manufacturing Company · revenue | 35.2 billion_USD |
| Taiwan Semiconductor Manufacturing Company · gross margin | 62.3 percent |
| Taiwan Semiconductor Manufacturing Company · net income | 16.3 billion_USD |
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