TSMC's Robust Results, Guidance Signal Continued AI Boom -- Market Talk

Dow Jones01-15

0821 GMT - TSMC's robust 4Q results and 2026 guidance signal a continued artificial-intelligence boom, says Zavier Wong, market analyst at eToro. TSMC's 4Q gross margin at 62.3% was "impressive" and far exceeded market expectations, especially as the business continues to scale and shifts to more advanced and margin-dilutive nodes, he says.After TSMC guided for an additional 30% revenue growth for 2026, investors should prepare for sustained AI demand rather than a short-lived boom, the analyst says. "This was a decisive quarter that strengthened TSMC's role as a bellwether for the semiconductor and AI ecosystem," he says. With demand visibility improving, it should assure investors that the AI investment cycle remains on expansion mode. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

January 15, 2026 03:21 ET (08:21 GMT)

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