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Seeking Alpha
4 hours ago
Wall Street Breakfast Podcast: TSMC, Lam Research Spark Early Market Rally
Taiwan Semiconductor (TSM) surged 5% after Q4 net profit rose 35% to NT$506B, beating estimates. Lam Research (LRCX) gained 6% on forecasts for 10%-15% WFE spending growth in 2026, exceeding prior expectations.