Overview
- Analysts polled by LSEG expect TSMC’s Q4 2025 net profit to reach about NT$475.2 billion, up 27% year over year and likely a single-quarter record, with results and guidance due this week.
- IDC attributes TSMC’s strength to the full 3nm ramp and Apple’s A19 for iPhone 17, raising its 2026 dollar-revenue growth outlook to 25–30% while projecting a 78% jump for the AI server accelerator market in 2026.
- AITO/Seres–Huawei celebrated its 1,000,000th vehicle off the line after 46 months, as executives highlighted M9 momentum, a cumulative 270,000-plus deliveries, and an ambition to reach the next million in two years.
- Industry tallies show nine automakers’ 2026 sales goals totaling roughly 18.34 million vehicles, even as analysts warn of cooling domestic demand, tighter subsidies, price pressure, and a rising push to grow exports for better margins.
- Handset activity continues with Honor Magic8 RSR Porsche Design set for a Jan. 19 launch, RedMagic 11 Air on Jan. 20, Meizu 23 and Xiaomi 17 Max rumored on upgraded platforms, and fresh signals of vertical integration including in-house chips, OS, AI models, and camera sensors; Xiaomi’s Pan Jiutang publicly framed product benchmarking as standard practice.