$Tesla (TSLA.US)$ Breaking News: Level 3 Self-Driving Cars approved in Peking, China starting from April 1st! Going full self-driving in China will be like a rocket 🚀🚀🚀

The world's largest semiconductor contract manufacturer. $Taiwan Semiconductor (TSM.US)$is scheduled to announce the earnings for the fourth quarter of fiscal year 2024 on January 16.
According to MOOMOO, TSMC's 4th quarter of fiscal year 2024revenue is expected to increase by 36.63% year-over-year to 854.666 billion Taiwan dollars.、EPS is expected to increase by 65.04% year-over-year to 73.03 Taiwanese dollars, according to MOOMOO.。
What are the key points to focus on in the 4Q earnings call?
TSMC reported a revenue of approximately 868.46 billion Taiwanese dollars for the fourth quarter of 2024, representing a year-on-year increase of about 39% (based on monthly disclosures of 314.24 billion Taiwanese dollars in October, 276.06 billion Taiwanese dollars in November, and 278.16 billion Taiwanese dollars in December), surpassing the market consensus of 854.666 billion Taiwanese dollars.
Analysts have pointed out four key points to focus on in the 4Q earnings call.
①Progress and revenue of CoWoS's advanced encapsulation capabilitiesTSMC will become a factor to estimate the strength of AI chip demand in the next 12-18 months.
②Progress on production capacity expansion at the wafer fab in Arizona, USA。
③Weak demand for mature process nodes of 7nm and above...

Entering the third year of the AI market boom.While there are voices expressing concerns about its sustainability, $NVIDIA (NVDA.US)$ on January 6th,closing at a record high since its listing.Reached an all-time high last week.Positive materials from leading customers and suppliers.In addition, expectations for Jensen Huang's CEO keynote address at the world's largest tech event, CES2025, also contributed to the rise in stock prices.At CES2025, expectations for CEO Jensen Huang's keynote address also contributed to the rise in stock prices.Jensen Huang's keynote address at CES2025 has led to expectations that have boosted stock prices.
From CEO Huang's keynote address at CES2025, we enter the era of transitioning from generated AI to AI agents.Entering the era of AI agents from generated AI is highlighted in CEO Huang's keynote address at CES2025.AI is steadily expanding its applications.AI is steadily expanding its applications.Indicates that progress is being made.2025 may also be the 'Year of AI Semiconductors'.After confirming the latest trends in the AI semiconductor stock industry and Mr. Fan's keynote speech, I listed related stocks.
Latest trends in the AI semiconductor industry.
～Plenty of good news from the beginning of the year~
NVIDIA stock hit a new all-time high on a closing price basis on January 6, and other AI semiconductor stocks have generally seen strong stock prices since the beginning of the year. The main reasons are believed to be the following 3:
1) Microsoft's massive investment plan
2) Hon Hai Precision Industry's positive AI server outlook
3) "CES2025...

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