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Commentary: TSMC's unstoppable momentum faces one wild card

Monica Chen, Commentary; Charlene Chen, DIGITIMES Asia Friday 16 January 2026 0

Credit: ChatGPT. (16/01/2026)

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Almost.

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