US EditionTSMC likely to book fourth straight quarter of record profit on insatiable AI demand
Analysts expect NT$542.6 billion in quarterly profit as 3-nanometre chip demand and advanced packaging orders keep outpacing capacity.
- On Thursday, Taiwan Semiconductor Manufacturing is expected to report a record net profit of US$17.1 billion, driven by a 50 per cent surge fueled by booming demand for artificial intelligence infrastructure.
- Demand for the firm's 3-nanometre technology and advanced packaging continues to outstrip production capacity; revenue rose 35 per cent year-on-year last week, significantly outpacing market forecasts.
- TSMC's Taipei-listed shares have gained 28 per cent this year, outperforming the broader market, while its market capitalisation sits at around US$1.6 trillion, nearly double that of South Korean rival Samsung Electronics.
- Arthur Lai, head of technology research for Asia at Macquarie Capital, expects 'higher quarter-on-quarter revenue growth guidance for the second quarter of 2026' during an earnings call scheduled for Thursday.
- TSMC is investing US$165 billion in Arizona factories and expanding production in Japan, while Galen Zeng, senior research manager at IDC, notes the firm's 'diversified sourcing and safety stock should be sufficient to manage short-term disruptions.
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The current AI boom is based on chips from Taiwanese company TSMC, which is making money on them like never before. Analysts expect the company to report a net profit of 542.6 billion Taiwanese dollars, about 358 billion crowns, for the first quarter of this year, which would mean a year-on-year growth of about half and at the same time the fourth record quarter in a row.
TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
TSMC, the world's largest manufacturer of advanced artificial intelligence chips, will likely notch up a fourth consecutive quarter of record earnings with a 50% surge in net profit for January-March thanks to booming demand for AI infrastructure.
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The Star Kuala LumpurTSMC likely to book fourth straight quarter of record profit on insatiable AI demand
TAIPEI: TSMC, the world's largest manufacturer of advanced artificial intelligence chips, will likely notch up a fourth consecutive quarter of record earnings with a 50 per cent surge in net profit for January-March thanks to booming demand for AI infrastructure.Analysts say that demand for Taiwan Semiconduct
The global artificial intelligence boom is increasingly impacting the financial performance of semiconductor manufacturers. Taiwanese company TSMC, a key supplier of cutting-edge chips to the technology sector, is heading for another record-breaking quarter—fueled by demand for AI solutions, growing technological leadership, and strong investment.
AI Chip Demand Soars as TSMC Revenue Surges 35%
AI chip demand is up, and in a standout performance for the semiconductor sector, Taiwan Semiconductor Manufacturing Company delivered impressive first-quarter results because of this demand. The world’s largest contract chipmaker reported revenue of NT$1.134 trillion, about $35.7 billion, marking a 35 percent year-over-year increase and beating analyst expectations. This growth highlights how AI chip […] The post AI Chip Demand Soars as TSMC Re…
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