TSMC (TSM) Q4 beat (Jan 15, 2026): Revenue $33.7B (+5.7% QoQ, beat $32.7B est.), EPS $3.14 (beat $2.98), profit +35% YoY—AI/HPC drove 55% revenue, high-teens AI accelerators.
TSM's 3nm (28% wafers) validates AI demand; capex $52-56B (2026, +20%) signals sustained supply ramp. Peers (ASML +4%, AMAT +3%) rise; NVDA/AMD expect 50%+ CAGR AI revenue thru 2029.
Reinforces narrative: Q1 revenue guide $34.6-35.8B (+13% QoQ), FY26 +30% USD growth; gross margins 62.3%. Hyperscalers (NVDA, AVGO) gain as TSM locks N2/N3 ramps.
Watch for further buyable gap ups and pocket pivots in leading semiconductor names though many are extended. We had reported on a number of these in the last several days such as ASML and AMD as actionable entry points emerged.
Buyable Gap Up/Pocket Pivot - TSM impact on various semiconductor stocks
| Published: | 15 Jan 2026 04:49 ET |
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