TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC’s blowout quarter, guidance, and capex plans send AI to the sky

The biggest chip manufacturer is giving the AI complex a big lift....

TSMC's Strong Outlook Fires Up Hopes of Sustained AI ...

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin is projected at 63–65%, while operating margin is expected to rise significantly to 54–56%.

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.