Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning. Today is Tuesday, December 10th. I'm Julie Morgan. A rise and fall for Taiwan Semi.

More troubles for the container store and the diaper you purchase from Costco could be different the next time you buy.

Taiwan Semiconductor Manufacturing's revenue for November soared 34% year over year to about

276.06 billion in new Taiwan dollars. However, revenue for November declined 12.2% compared to October when the company generated 314.24 billion in new Taiwan dollars.

TSM, which produces chips for some of the world's largest tech companies, including Apple, Nvidia, and AMD, saw revenue from through November of 2024 amount to $2.616 trillion

in new Taiwan dollars, growing 31.8% compared to the same period in 2023. During TSM's third

quarter earnings call in October, the chairman and CEO said that AI demand was real and that it was

just the beginning. Here to date, the Taiwan-based company's stock has surged about 91%. TSM is down

1.3% in pre-market action. Trading and shares of the container store have been suspended immediately after the New York Stock Exchange said it will begin proceedings to de-list the stock from the NYSE.

The decision was reached as the company's global market capitalization had been below the $15 million threshold for 30 consecutive trading days.

The decision is just the latest blow to the container

store, a potential lifeline from Beyond unraveled last month after TCS was unable to satisfy

the terms of Beyond's equity investment. In the fiscal second quarter, the container store

reported a loss of $3.23 per share versus a profit of 11 cents a year ago.

And a 10.5% drop in sales as comparable store sales fell 12.5% from a year earlier.

Kimberly Clark will no longer be making diapers for Costco. The parent company of Huggies is shifting its business

model away from low-margin private label contracts to higher-price premium products under its own

brand name. According to Bloomberg, Costco will now sell diapers manufactured by first quality

under its Kirkland signature brand beginning in January. During its earnings call

with analysts in October, Kimberly Clark's CEO primed investors for this development with Costco,

saying that the company would cease production for a large club private label diaper business,

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