TSMC is the key supplier to the global cloud AI semi including NVIDIA's AI GPU. We view its comments on AI demand sustainability, 2025 outlook and its own margin trend to result in stock volatility. What and when is the catalyst? TSMC will host its 4Q24 analyst meeting on January 16 with the disclose of its 4Q24 earnings print and 1Q25 guidance. The market views its 1Q25 revenue and gross margin guidance, 2025 outlook and its confidence on AI demand sustainability as key indicators for AI demand strength. T ...