TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts

Taiwan company expects revenue to grow by more than 30% and doesn't see material disruptions to supply chain

Wall Street Journal 2026-04-16

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TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run
Peter Elstrom Peter Elstrom on linkedin
New: There was plenty of skepticism when Musk first announced plans for his Terafab, but Bloomberg has found he's moving quickly to line up suppliers …
@teslayoda Tesla Yoda on x
TSMC CEO, C.C. Wei: “2nm (N2) entered volume production with good yield.” “N2 will be a large and long lasting node.” “Global 3nm (N3) node update: we are stepping up our CAPEX investment to increase our capacity. We are adding a 3nm fab in Taiwan. In Arizona, we will use 3nm in
@thetranscript_ @thetranscript_ on x
TSMC Q1 2026 results [NTD, YoY]: —Net revenue: +35.1% to 1,134.1B —Operating income: +61.9% to 658.97B —Operating margin: +9.6pp to 58.1% —Net profit: +58.3% to 572.48B —Net profit margin: +7.4pp to 50.5% —EPS: +58.3% to NTD 22.08 $TSM $TSMC [image]
@tculpan Tim Culpan on x
Just in: TSMC 1Q 2026 Earnings Record results across the board. Net Income +58% YoY -Revenue NT$1.13T —US$35.9 b v US$34.6-35.8b Operating Income: NT$659b Net Income: NT$572b -GM: 66.2% v 63-65% Guidance -OM: 58.1% v 54-56% Guidance
@skundojjala Sravan Kundojjala on x
TSMC 1Q26: Revenue, GM and OPM all above high-end guidance. 1Q26 vs 1Q25: Revenue: $35.898B (+6% q/q & +41% y/y) Gross Margin: 66.2% (58.8%) Operating Margin: 58.1% (48.5%) Capex for CY25: $11.1B (+10%) Wafer Shipments: 4.174M (+28%) Wafer ASP: [image]
@jukan05 Jukan on x
▶ TSMC 2Q26 Guidance - Revenue: US$39.0-40.2bnvs. consensus: US$38.1bn (midpoint +4% above) - GPM: 65.5%-67.5%vs. consensus: 64.1% (midpoint +2.4ppt above) - OPM: 56.5%-58.5%vs. consensus: 55.2% (midpoint +2.3ppt above)
@jukan05 Jukan on x
I heard some idiots are selling because they think TSMC's margins peaked in Q1.
@teslayoda Tesla Yoda on x
TSMC CEO, C.C. Wei: “AI demand continues to be extremely robust.” “Our customers and customers' customer continue to gives us strong signal and outlook”. “We maintain strong confidence of our revenue for 2026 to grow by 30%+ in US dollar terms.”
@tculpan Tim Culpan on x
Three facts worth storing in memory: -Taiwan's stock market is now bigger than the UK's -Taiwan is on track to be a larger source of US imports than China. -Eight of the world's ten largest companies rely on Taiwanese (#9 & #10 are TSMC & Saudi Aramco).
@dnystedt Dan Nystedt on x
TSMC's massive 2026 capex spend could rise to US$70 billion this year, market seers opine, while the chip giant's current guide of US$52-$56B is already enough to draw big investments to Taiwan by equipment and materials suppliers, media report. Japan's JSR joined US equipment
Alex Joseph Varghese, Ph.D. Alex Joseph Varghese, Ph.D. on linkedin
$TSM Q1 26 Earnings — • Sales $35.9B vs Est. $35.5B — • EPS $3.49 vs Est. $3.38 — • Gross margin 66% vs Est. 65% …
TSMC TSMC on linkedin
TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net income of NT$572.48 billion …

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TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts

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