TSMC's Operations Booming: March and Q1 Revenue Reach Record Highs
TSMC (Taiwan Semiconductor Manufacturing Company) achieved record-high revenue in March and the first quarter, driven by strong demand for advanced process technologies, especially for AI accelerators. The company anticipates robust growth in 2026.
📋 Article Processing Timeline
- 📰 Published: April 10, 2026 at 14:51
- 🔍 Collected: April 10, 2026 at 15:00 (9 min after Published)
- 🤖 AI Analyzed: April 20, 2026 at 09:45 (234h 45m after Collected)
TSMC self-reported a March revenue of NT$415.191 billion, a 30.7% increase month-on-month and a 45.2% increase year-on-year. For the first quarter, revenue reached NT$1.1341 trillion, an 8.41% increase quarter-on-quarter and a 35.1% increase year-on-year.
TSMC had previously projected Q1 revenue to be between US$34.6 billion and US$35.8 billion, assuming an exchange rate of NT$31.6 to US$1. TSMC's Q1 revenue performance slightly exceeded expectations. The market believes that strong demand for 3nm advanced processes from AI accelerators is the primary driver for TSMC's record-high revenue in March and Q1.
Benefiting from strong AI demand and its leading edge in advanced packaging, TSMC expects 2026 to be a year of robust growth, with USD revenue increasing by nearly 30%, continuing to outperform the industry.
TSMC is scheduled to hold an online investor conference on April 16th to announce its Q1 2026 financial results and Q2 outlook. The market is closely watching the impact of AI demand and geopolitical factors on supply chain costs and raw material supply, as well as competitive dynamics with Samsung and its overseas expansion progress. (Editor: Pan Yijing) 1150410
TSMC had previously projected Q1 revenue to be between US$34.6 billion and US$35.8 billion, assuming an exchange rate of NT$31.6 to US$1. TSMC's Q1 revenue performance slightly exceeded expectations. The market believes that strong demand for 3nm advanced processes from AI accelerators is the primary driver for TSMC's record-high revenue in March and Q1.
Benefiting from strong AI demand and its leading edge in advanced packaging, TSMC expects 2026 to be a year of robust growth, with USD revenue increasing by nearly 30%, continuing to outperform the industry.
TSMC is scheduled to hold an online investor conference on April 16th to announce its Q1 2026 financial results and Q2 outlook. The market is closely watching the impact of AI demand and geopolitical factors on supply chain costs and raw material supply, as well as competitive dynamics with Samsung and its overseas expansion progress. (Editor: Pan Yijing) 1150410