Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TSMC's AI-fuelled sales surge puts tariff fears in the shade
Wedbush's bullish read on TSMC's March numbers reveals a chipmaker so deeply embedded in the AI supply chain that macro headwinds are struggling to leave a mark. The headline numbers from Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) were strong by any measure, with March revenues rising 45% year on year to NT$415.19 billion and the first quarter coming in around 2% ahead of consensus, but Wedbush argues the more significant signal lies in what the results reveal about the structural demand underneath them.
TSMC Stock Rises as Chip Sales Jump. The Iran War Hasn't Hit AI Chip Demand.
The Taiwanese chip manufacturer's latest sales update is a clear signal to investors that AI demand remains solid.
TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
Taiwan Semiconductor Manufacturing Co. (TSMC) reported first-quarter revenue of 1.13 trillion new Taiwan dollars ($35.6 billion), a 35% year-on-year rise. The chip giant is benefiting from sustained demand for advanced semiconductors from its key customers like Apple and Nvidia.
What bubble? TSMC posts $35.7bn quarter as AI chip demand drives 35% revenue surge
The world's largest contract chipmaker has beaten forecasts again, adding to a run of hardware results that suggest the AI investment cycle is holding firm. The AI bubble shows no sign of popping.
TSMC revenue jumps 35% as AI boom keeps chip demand resilient
Taiwan Semiconductor Manufacturing Co posted stronger-than-expected first-quarter revenue, offering fresh evidence that demand tied to artificial intelligence is still powering the global chip industry even as investors look for signs of a broader slowdown in electronics. The world's largest contract chipmaker said revenue for the first three months reached T$1.134 trillion, a gain of 35% from a year earlier.
TSMC's Q1 revenue jumps 35% y/y, beats market forecast
TSMC, the world's largest contract chipmaker, reported on Friday first-quarter revenue of T$1.134 trillion ($35.71 billion), beating the market forecasts and up 35% on the year ago period on surging interest in artificial intelligence (AI) applications.
TSMC's AI Grip Tightens Further
TSMC guides Q1 revenue to $34.6B–$35.8B, implying 38% YoY growth and continued AI-driven demand strength. Gross margins expected at 63%–65%, expanding 1.7 points QoQ despite early-stage overseas fab dilution pressures. FY26 CapEx raised to $52B–$56B, with up to 80% allocated toward advanced nodes like N2.
Taiwan Semiconductor Is Setting Up For Another Beat (Preview)
Taiwan Semiconductor Manufacturing Company Limited remains a Buy ahead of Q1 2026 earnings, with strong AI-driven growth and margin resilience. TSM's advanced nodes, especially 3nm and the upcoming 2nm, are driving higher margins and long-term revenue CAGR guidance of ~25% through 2029. Management's Q1 guidance implies high odds of top- and bottom-line beats, with potential for upward revisions on profitability and packaging capacity.
TSMC (TSM) Surpasses Market Returns: Some Facts Worth Knowing
TSMC (TSM) closed the most recent trading day at $345.32, moving +1.04% from the previous trading session.
TSMC: The AI Foundry Supremacy Still Has Room To Run
After downgrading Taiwan Semiconductor Manufacturing Company Limited aka TSMC in January from a Strong Buy to a Buy after its best quarter ever, I remain bullish heading into the Q1 2026 print. I downgraded TSMC to Buy earlier because I saw price action and fundamentals diverging, with increased risks of a broader market correction. Unfortunately, I was right. Q1 guidance implies 37.9% YoY revenue growth, with gross margins guided at 63-65% despite near-term dilution from overseas expansion and advanced node ramp.
How Big Will Taiwan Semiconductor's Beat Be on April 16?
Taiwan Semiconductor Manufacturing (NYSE:TSM) reports first-quarter 2026 results on April 16, before the market opens.
Can TSM Meet FY26 Margin Guidance Amid Fab Expansion Cost Pressures?
TSM targets gross margin expansion in 2026 despite costly global fab expansion, banking on AI chip demand, scale and utilization to offset rising overseas production expenses.
