News
TSMC, Morgan Stanley, BlackRock, and Goldman Sachs to report earnings tomorrow
Friday, January 9, 2026 at 09:00 PM
TSMC's earnings report is scheduled for tomorrow, as are reports from Morgan Stanley, BlackRock, and Goldman Sachs.
Context
TSMC is scheduled to report its fourth-quarter earnings on January 15, 2026, following preliminary results that showed record quarterly revenue of NT$1.046 trillion (approximately $33.1 billion). This 20.45% year-over-year increase surpassed market expectations and the company’s own guidance, capping a year where annual revenue climbed 31.6% to NT$3.81 trillion. The surge continues to be powered by insatiable demand for high-performance AI chips from industry leaders Nvidia and Apple.
Investors are now turning their attention to the 2026 capital expenditure guidance, which could reach a record $50 billion to fund the 2nm process rollout and global fab expansion. Key focus areas include whether TSMC can maintain its 60% gross margin target despite the higher costs of its Arizona operations. Analysts are also watching for official confirmation of planned 3% to 5% price hikes on advanced nodes as the company attempts to balance capacity constraints with rising infrastructure costs.
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