January 6, 2026
GS Eyes 35% TSMC Upside; Foxconn Jumps; Tesla Slumps
NVDA, TSM, AMD, QCOM, TSLA, MSFT, GOOGL
Nvidia (NVDA)
Stock Performance: Share price rose 0.7% at the start of 2026.
Product Updates: High market expectations for the product roadmap following the Blackwell chips (such as the Reuben generation).
Event Participation: CEO Jensen Huang delivered an AI keynote at CES, providing guidance on technological progress and partnerships.
Competitive Landscape: Facing competition from the launch of TPUs (Tensor Processing Units).
TSMC (TSM)
Stock Performance: Driven by AI demand, the share price recorded its largest gain since April, rising approximately 5%.
Market Valuation: Goldman Sachs raised its target price by 35%, predicting its market capitalization could challenge $2 trillion.
Hon Hai / Foxconn (2317.TW)
Revenue Performance: Fourth-quarter revenue grew 22% to $83 billion.
Business Focus: The primary growth engine comes from providing AI servers equipped with Nvidia chips to hyperscalers like Microsoft and Google.
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Nvidia (NVDA)
Stock Performance: Share price rose 0.7% at the start of 2026.
Product Updates: High market expectations for the product roadmap following the Blackwell chips (such as the Reuben generation).
Event Participation: CEO Jensen Huang delivered an AI keynote at CES, providing guidance on technological progress and partnerships.
Competitive Landscape: Facing competition from the launch of TPUs (Tensor Processing Units).
TSMC (TSM)
Stock Performance: Driven by AI demand, the share price recorded its largest gain since April, rising approximately 5%.
Market Valuation: Goldman Sachs raised its target price by 35%, predicting its market capitalization could challenge $2 trillion.
Hon Hai / Foxconn (2317.TW)
Revenue Performance: Fourth-quarter revenue grew 22% to $83 billion.
Business Focus: The primary growth engine comes from providing AI servers equipped with Nvidia chips to hyperscalers like Microsoft and Google.
AMD (AMD)
Stock Performance: Share price rose 0.6% at the start of 2026.
Event Participation: CEO Lisa Su appeared at CES to showcase the latest technology vision and guidance.
Qualcomm (QCOM)
Product Updates: Launched new hardware at CES, making a push into the PC and AI markets.
Strategic Layout: Announced a "Humanoid Robot Initiative," predicting that the market scale could reach $1 trillion by 2040.
Tesla (TSLA)
Sales Performance: Shipments from the China factory declined for the full year 2025; despite shipping 97,000 units in December, growth was achieved in only four months of the year.
Competitive Pressure: Facing intense price war pressure from rivals such as BYD and Xiaomi.
Microsoft (MSFT) and Google (GOOGL)
Business Dynamics: As hyperscalers, they are procuring AI servers equipped with Nvidia chips from Hon Hai.
OpenAI
Development Forecast: CEO Sam Altman and designer Jony Ive may collaborate to develop next-generation consumer hardware.
Other Companies Mentioned
BYD (1211.HK) and Xiaomi (1810.HK): Engaged in a price war with Tesla in the Chinese market.
Lucid (LCID) and Rivian (RIVN): Production scales remain far behind Tesla.
Flexential: Noted that the industry is shifting from AI model training to the inference phase, with deployment strategies already planned for 2030 to 2032.
Important Disclosure
This newsletter is for informational purposes only and does not constitute investment advice. Content is generated by AI and may contain inaccuracies; always verify data independently before trading. Investing involves significant risk of loss. AlchemyJ is not a registered financial advisor. By reading this, you agree to our terms.
Important Disclaimer
This newsletter is for informational purposes only and does not constitute investment advice. Content is generated by AI and may contain inaccuracies; always verify data independently before trading. Investing involves significant risk of loss. AlchemyJ is not a registered financial advisor. By reading this, you agree to our terms.
