On the first day of the year, Taiwan Semiconductor and Samsung surged to new highs, driving AI stocks to rise against the market trend
Taiwan Semiconductor announced that the 2nm process will enter mass production as scheduled, and with the surge in demand for AI chips, both the US stock market and the Taiwan stock market have reached historical highs; Samsung Electronics saw a 7.2% increase in its stock price to reach a new high due to customer recognition of its HBM4 products. Analysts generally believe that the AI boom will continue until 2026. Bernstein has listed Taiwan Semiconductor as a preferred stock, and Morgan Stanley has raised its price expectations for DRAM and NAND in 2026 by 62% and 75% respectively, significantly increasing Micron's earnings expectations
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