Taiwan Semiconductor Manufacturing (TSM) reported robust Q4 results, with revenue jumping 26% and EPS surging 40%, and significantly raised its 2026 capital expenditure guidance to $52-56 billion, reflecting strong confidence in sustained AI data center demand.
- Management projects strong Q1 revenue between $34.6 billion and $35.8 billion, anticipating full-year revenue growth of approximately 30%.
- Despite the exceptional fundamentals, TSM shares declined 3.82% to $329.32, attributed to broader market weakness driven by escalating tariff threats rather than company-specific issues.