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TSMC (2330 TT) guides Q1 Revenue between USD 34.6-35.8bln (exp. 33.2bln), guides Gross Margin between 63-65% (exp. 59.6%), sees Operating Margin between 54-56% (exp. 50%), 2026 CapEx to come in between 52-56bln (prev. 40.9bln in 2025)

TSMC's Q1 revenue guidance surpasses expectations, indicating robust demand, likely driven by AI-related growth.

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Newsquawk Daily European Opening News - 15th January 2026

Richemont (CFR SW) says sales in China, Hong Kong, and Macau combined were +2% Y/Y, mostly led by solid activity in Hong Kong

TSMC (2330 TT) guides Q1 Revenue between USD 34.6-35.8bln (exp. 33.2bln), guides Gross Margin between 63-65% (exp. 59.6%), sees Operating Margin between 54-56% (exp. 50%), 2026 CapEx to come in between 52-56bln (prev. 40.9bln in 2025)

Richemont (CFR SW) Q3 2025 (EUR): Sales at constant FX +11% (exp. 7.5%); Revenue 6.4bln (exp. 6.25bln)

ECB's Kazaks says policy rates are optimally positioned as inflation trends improve

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  • Capex is to be higher in the next three years.
  • Cost of tools are becoming more expensive.
  • Long term gross margins of 56% and higher is achievable.
  • In 2026 there are uncertainties from tariffs.
  • Will be prudent in business planning.
  • Robust AI-related demand.
  • Increasing AI model adoption.
  • 2026 sales to grow by close to 30% in USD terms.
  • Preparing to increase capacity to support customers.
  • Customers are providing strong signals and reaching out directly to request capacity.
  • Firms have been showing TSMC that AI is a significant help to their businesses.
  • Announces plans to expand its fabrication facilities in Arizona.
  • Co. is worried about electricity in Taiwan.
  • Co. informed that Silicon from TSMC is a bottleneck with the Co. aiming to deal with the bottle neck first and foremost.
  • Reduced their 6 and 8 inch wafer capacity to optimise resources. 
Context

However, the significant CapEx increase signals challenges ahead with costs rising, while uncertainties around tariffs and electricity supply in Taiwan cast a shadow on their operational outlook. Overall, this solid guidance reflects strong customer demand while highlighting the need for prudent planning amidst external pressures.

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