Overview
- Analysts surveyed by LSEG and reported by Reuters expect TSMC’s Q4 2025 net profit to rise 27% to NT$475.2 billion (about $15.0 billion), driven by a 3nm ramp and strong AI infrastructure demand, with results due Thursday.
- TSMC already reported Q4 revenue up 20.45% year over year; IDC now projects 25%–30% 2026 growth in U.S. dollars on AI accelerators and 2nm contributions, as Futurum notes overseas fab buildouts, including TSMC’s $165 billion Arizona plan, could pressure margins.
- Seres/AITO announced its 1,000,000th production vehicle rolled off the line at the Seres Super Factory, with executives targeting a second million in about two years and Huawei’s Richard Yu claiming M9 dominates the 500,000‑yuan‑plus segment; M9 cumulative deliveries have topped 270,000.
- Honor confirmed a Pop Mart co‑branded 500 series debut on January 19 and opened reservations for the Magic 8 RSR Porsche Design on JD with 16GB+512GB and 24GB+1TB options, set for a January 19, 7:30 p.m. launch.
- RedMagic scheduled the 11 Air reveal for January 20 with a transparent design, active cooling fan and eight other teased features, while an unverified blogger claim of a Top‑5 OEM uniting self‑developed chip, OS, AI model and sensor drew a public response from Xiaomi’s Pan Jiutang defending competitive benchmarking.