TSMC Forecasts Strong Q1 Sales and Raises 2026 CapEx to $52B-$56B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy ?
Source: NASDAQ.COM
- Chipmaker Rally: TSMC's forecast of stronger-than-expected Q1 sales has led to a rally in chipmakers, with KLA Corp rising over 8% and Applied Materials over 7%, reflecting renewed market confidence in AI demand sustainability.
- Strong Economic Signals: US weekly initial jobless claims unexpectedly fell by 9,000 to 198,000, indicating a robust labor market that enhances investor confidence in economic recovery, potentially influencing future monetary policy decisions.
- Easing Geopolitical Risks: President Trump stated that Iran would cease killing protesters, reducing concerns over military intervention and causing WTI crude oil prices to drop over 4%, providing support for equities.
- Optimistic Earnings Outlook: S&P 500 earnings growth is expected to rise by 8.4% in Q4, with a 4.6% increase excluding the Magnificent Seven tech giants, indicating a positive sentiment towards corporate profitability that may drive further stock market gains.
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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.
