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Source document· January 16, 2026

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms

View original at finance.yahoo.com
Zacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms For Immediate Release Chicago, IL – January 16, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM, NVIDIA NVDA, Apple AAPL, Broadcom AVGO and Meta Platforms META…
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  • 2nm revenue will surpass the total of 3nm and 5nm by Q3 2026

    80% confidence

  • Gross profit margin expected between 63% and 65% for Q1 2026

    80% confidence

  • CoWoS capacity is sold out through at least mid-2026

    80% confidence

  • Buy TSM shares under $350

    80% confidence

  • Operating profit margin expected between 54% and 56% for Q1 2026

    80% confidence

  • For advanced nodes (3nm and 5nm), current demand is roughly three times higher than available capacity

    80% confidence

  • AI infrastructure buildout will cross $1 trillion annually in 2028

    80% confidence

  • It takes two to three years to build a new fab and new capacity won't meaningfully help supply until 2028 or 2029

    80% confidence

  • TSM shares can go to $500 in 2027

    80% confidence

  • Early interest for A16 from HPC and AI customers is extremely high

    80% confidence

  • Our pricing will remain strategic, not opportunistic

    80% confidence

  • Aggressive investment reflects sustained AI-driven demand and tight supply conditions

    80% confidence

  • A16 node remains on track for volume production in the second half of 2026

    80% confidence

  • AI infrastructure buildout will cross $1 trillion annually in 2028, with as much as 1/3 going for chips

    80% confidence

  • Q1 2026 revenue will fall between $34.6 and $35.8 billion

    80% confidence

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What we're seeing
AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist
AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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