Strong AI Demand; TSMC Estimates Q2 Revenue to Grow 10%, Full-Year Growth to Exceed 30%
TSMC provided an optimistic outlook, projecting Q2 revenue of $39-$40.2 billion, a 10% quarterly increase. Chairman C.C. Wei stated that strong AI demand supports advanced chip needs, leading to an upgraded 2026 full-year USD revenue growth forecast of over 30%.
📋 Article Processing Timeline
- 📰 Published: April 16, 2026 at 16:05
- 🔍 Collected: April 16, 2026 at 16:31 (26 min after Published)
- 🤖 AI Analyzed: April 19, 2026 at 00:39 (56h 7m after Collected)
Central News Agency
(CNA Reporter Chang Chien-chung, Hsinchu, 16th) Foundry giant TSMC holds an optimistic operational outlook, expecting its second-quarter revenue to reach between US$39 billion and US$40.2 billion, representing a 10% increase quarter-over-quarter and a 32% increase year-over-year. Chairman C.C. Wei stated that artificial intelligence-related demand remains very strong, with a significant increase in computing needs supporting solid demand for leading-edge process chips, projecting that USD revenue will grow by over 30% in 2026. TSMC's USD revenue growth outlook is better than previously expected.
TSMC held an online earnings call today. Chairman C.C. Wei said that driven by strong demand for leading process technologies, first-quarter revenue performance was slightly higher than expected. The demand for leading process technologies continues to be robust in the second quarter and will continue to support business performance.
Wei stated that TSMC pays attention to the impact of component price increases, especially in consumer and price-sensitive end markets. In addition, the recent situation in the Middle East has brought more uncertainties to the macroeconomy. TSMC remains cautious in its business planning, focusing on business fundamentals to further strengthen its competitive position.
Wei said that AI-related demand is still very strong. The substantial increase in computing demand supports the steady need for leading process chips. TSMC maintains high confidence in the AI trend and is full of confidence in its 2026 revenue performance, anticipating that full-year USD revenue growth will exceed 30%.
TSMC previously expected 2026 USD revenue to grow close to 30%. According to Wei's estimates, TSMC's USD revenue performance this year is expected to be better than expected.
TSMC Chief Financial Officer Wendell Huang stated that second-quarter revenue is expected to reach $39 billion to $40.2 billion, increasing 10% quarterly and 32% annually; gross margin is estimated at around 65.5% to 67.5%, which, calculated at the midpoint, will rise 0.3 percentage points compared to the first quarter; the operating profit margin for the second quarter is estimated at about 56.5% to 58.5%. (Editor: Chang Liang-chih) 1150416
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(CNA Reporter Chang Chien-chung, Hsinchu, 16th) Foundry giant TSMC holds an optimistic operational outlook, expecting its second-quarter revenue to reach between US$39 billion and US$40.2 billion, representing a 10% increase quarter-over-quarter and a 32% increase year-over-year. Chairman C.C. Wei stated that artificial intelligence-related demand remains very strong, with a significant increase in computing needs supporting solid demand for leading-edge process chips, projecting that USD revenue will grow by over 30% in 2026. TSMC's USD revenue growth outlook is better than previously expected.
TSMC held an online earnings call today. Chairman C.C. Wei said that driven by strong demand for leading process technologies, first-quarter revenue performance was slightly higher than expected. The demand for leading process technologies continues to be robust in the second quarter and will continue to support business performance.
Wei stated that TSMC pays attention to the impact of component price increases, especially in consumer and price-sensitive end markets. In addition, the recent situation in the Middle East has brought more uncertainties to the macroeconomy. TSMC remains cautious in its business planning, focusing on business fundamentals to further strengthen its competitive position.
Wei said that AI-related demand is still very strong. The substantial increase in computing demand supports the steady need for leading process chips. TSMC maintains high confidence in the AI trend and is full of confidence in its 2026 revenue performance, anticipating that full-year USD revenue growth will exceed 30%.
TSMC previously expected 2026 USD revenue to grow close to 30%. According to Wei's estimates, TSMC's USD revenue performance this year is expected to be better than expected.
TSMC Chief Financial Officer Wendell Huang stated that second-quarter revenue is expected to reach $39 billion to $40.2 billion, increasing 10% quarterly and 32% annually; gross margin is estimated at around 65.5% to 67.5%, which, calculated at the midpoint, will rise 0.3 percentage points compared to the first quarter; the operating profit margin for the second quarter is estimated at about 56.5% to 58.5%. (Editor: Chang Liang-chih) 1150416
Choose to stand with facts; every sponsorship from you is a force to protect press freedom.
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The text, images, and audio/video of this website may not be reproduced, publicly broadcast, or publicly transmitted and utilized without authorization.