--- title: "BUZZ-TSMC's US-listed shares soar after strong results, annual forecasts" description: "Taiwan Semiconductor Manufacturing Co's U.S. shares rose 5.3% to $344.39 after reporting a 35% increase in Q4 profit, surpassing Wall Street expectations. TSMC forecasts capital spending of $52 billio" type: "news" locale: "en" url: "https://longbridge.com/en/news/272679376.md" published_at: "2026-01-15T10:11:33.000Z" --- # BUZZ-TSMC's US-listed shares soar after strong results, annual forecasts > Taiwan Semiconductor Manufacturing Co's U.S. shares rose 5.3% to $344.39 after reporting a 35% increase in Q4 profit, surpassing Wall Street expectations. TSMC forecasts capital spending of $52 billion to $56 billion by 2026. Analyst Ben Barringer noted that these results signal a positive start to the earnings season for tech companies, indicating strong performance from chip manufacturers and semiconductor equipment providers. In 2025, TSM stock increased approximately 54%, outperforming the Philadelphia SE Semiconductor Index's 42% gain. World’s main producer of advanced AI chips Taiwan Semiconductor Manufacturing Co’s U.S. listed shares (TSM.N) rise 5.3% to $344.39 premarket Co’s Q4 profit jumps 35%, beats Wall Street estimates TSMC (2330.TW) forecasts capital spending of $52 billion to $56 billion in 2026 “This is ultimately a very positive start to the earnings season for the tech giants. These results give us a good indication of what we are likely to see from both the chips companies and the semicap equipment providers” - Ben Barringer, head of technology research at Quilter Cheviot In 2025, TSM stock gained ~54% vs. Philadelphia SE Semiconductor Index’s (.SOX) ~42% ### Related Stocks - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 反超三星、利润率盖过台积电:SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的? | SK 海力士过去 12 个月市值飙升 340%,已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势,在 AI 需求爆发的浪潮下,深度绑定英伟达与微软,拿下全球过半 HBM 份额;市占率超越三星,利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | | 英伟达被撬墙角:OpenAI 首次发布 Cerebras 芯片支持模型 | OpenAI 周四发布的 GPT-5.3-Codex-Spark 专为实时编码设计,是 OpenAI 最新代码自动化软件 Codex 的精简版,也是 OpenAI 上月与 Cerebras 签署超 100 亿美元协议后的首个成果。OpenA | [Link](https://longbridge.com/en/news/275817804.md) | | 甲骨文的最悲观假设:若 AI 数据中心合同全部终止 | 伯恩斯坦极端压力测试显示,即便 OpenAI 等 AI 客户完全撤单,甲骨文仅凭核心数据库与企业云业务仍可支撑每股 137 美元估值,较当前股价下行空间仅 15%,安全边际清晰。研报同时拆解市场担忧:2480 亿美元租赁合同年度风险敞口仅 | [Link](https://longbridge.com/en/news/275745631.md) | | 就业数据强劲打击降息预期,美股基金遭遇三周以来首次资金净流出 | 强劲就业数据削弱降息预期,叠加 AI 颠覆担忧,导致美股基金遭遇三周来首次资金净流出(14.2 亿美元)。资金显著分化:大盘股失血 123.4 亿美元,小盘股逆势吸金 20.1 亿美元。避险下债券基金连续六周获流入,货币基金遭赎回。 | [Link](https://longbridge.com/en/news/275904573.md) | | 期权热点|上周五 SOXL 大涨 15%,部分看涨期权飙升 230% | 美东时间 02 月 06 日,半导体 3 倍做多 - Direxion 期权总成交 267265 张,看涨期权占比 45%,看跌期权占比 54%。 | [Link](https://longbridge.com/en/news/275263739.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.