Taiwan Semiconductor Manufacturing Company Limited

Several brokerage firms, including Goldman Sachs, JPMorgan Chase, and Macquarie Group, have raised their forecasts for Taiwan Semiconductor Manufacturing Co (TSMC) shares since the beginning of the year, underscoring continued optimism about the world's largest contract chipmaker after its record growth, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/tsmc-s-record-stock-rally-spurs-wall-street-rush-to-hike-targets?embedded-checkout=true">reports</a>.

Several banks have raised their forecasts for TSMC, with one predicting growth of 42%.

NVIDIA Corporation

Advanced Micro Devices, Inc.

AMD and Nvidia unveiled new platforms for AI data centers, robotics, and autonomous transportation at CES 2026, intensifying competition for the multibillion-dollar market for computing and "physical AI." Copper hit a new all-time high above $13,000 per ton amid risks of shortages and trade imbalances due to possible US tariffs. These and other topics are covered in our review of key events as of the morning of January 6.

Apple Inc.

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

Intel Corporation

Nvidia announced a $5 billion investment in Intel in September

Reuters: Nvidia has stopped tests of Intel's chip release technology. Its shares fell

Nvidia shares jumped 4% in trading on December 19 thanks to two positive news. The U.S. authorities approved the company's investment in U.S. processor maker Intel in the amount of $5 billion. In addition, the White House began considering documents that will allow Nvidia to resume supplying China with its AI chips, Reuters has learned. Nvidia's securities remain attractive to investors because they are relatively cheap, Bernstein said.

Nvidia shares are up 4%. Why does Bernstein think they are still attractive?

Micron Technology, Inc.

The company's revenue grew by 57% in the reporting quarter

Micron improved its outlook due to rising demand for AI memory. The stock jumped 8%

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

Earlier this week, Nvidia achieved a "lobbying victory" by avoiding another bill to tighten the terms of chip shipments to the PRC

Senators determined to stop Trump from easing rules on Nvidia's AI chip exports to China

Microsoft Corporation

Amazon.com, Inc.

The head of Nvidia discussed exports with Donald Trump on Wednesday, Reuters has learned

U.S. Congress won't crack down harder on Nvidia chip sales to China - Bloomberg

Despite a failed November, no analysts on Wall Street are advising selling AMD stock

Shares of chief rival Nvidia are having their worst month in three years. What's an investor to do?

SK hynix Inc.

Samsung Electronics Co., Ltd.

Lasertec Corporation

Advantest Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

The company's stock went from falling to rising after its earnings and margin guidance

Processors