Taiwan Semiconductor (TSM) Reports NT$506B Net Profit, Shares Up 5%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy ALAB?
Source: seekingalpha
- Record Earnings: Taiwan Semiconductor (TSM) reported a net profit of NT$506 billion (approximately US$16 billion) for the October-December quarter, marking a 35% year-over-year increase that surpassed analyst expectations, indicating robust market demand and profitability.
- Significant Revenue Growth: TSM's revenue reached $33.73 billion, a 25.5% year-over-year increase, exceeding Wall Street estimates by $1 billion, reflecting its leadership position and increased market share in the semiconductor industry.
- Capital Expenditure Plans: TSM plans to raise its capital expenditure budget for 2026 to between $52 billion and $56 billion, up from about $40 billion last year, demonstrating the company's confidence in future growth and commitment to technology investments.
- Industry-Wide Impact: Following TSM's strong performance, semiconductor material and equipment stocks in Europe and the U.S. rose, with ASML surging 7%, showcasing the market's optimistic sentiment towards the semiconductor sector.
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Analyst Views on ALAB
Wall Street analysts forecast ALAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALAB is 191.54 USD with a low forecast of 80.00 USD and a high forecast of 225.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 142.820
Low
80.00
Averages
191.54
High
225.00
Current: 142.820
Low
80.00
Averages
191.54
High
225.00
About ALAB
Astera Labs, Inc. is a global semiconductor company. The Company provides semiconductor-based connectivity solutions for cloud and artificial intelligence (AI) infrastructure. It has developed and deployed its Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Its Intelligent Connectivity Platform provides its customers with the ability to deploy and operate high-performance cloud and AI infrastructure at scale, addressing an increasingly diverse set of requirements. It provides its connectivity products in various form factors, including Integrated Circuits (ICs), boards, and modules. Its PCIe, CXL and Ethernet semiconductor-based connectivity solutions are purpose-built to unleash the potential of accelerated computing at cloud-scale. The Company’s products include Aries products, which include its COSMOS software suite; Taurus products, which are hardware modules based on its Taurus ICs; Leo products; and Scorpio products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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