Keyword → TSMC earnings 2026

TSMC Posts 35% Revenue Surge in Q1, Powered by Insatiable AI Chip Demand Despite Middle East Turmoil

Apr 10, 2026

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TSMC Posts 35% Revenue Surge in Q1, Powered by Insatiable AI Chip Demand Despite Middle East Turmoil

Taiwan Semiconductor Manufacturing Company reported Friday that first-quarter 2026 revenue surged 35% year over year to $35.71 billion, beating analyst forecasts as relentless demand for AI chips from Nvidia and Apple proved resilient through the opening weeks of the U.S.-Iran conflict — with March revenue alone jumping 45% annually, signaling no letup in the AI infrastructure buildout cycle.

TSMNVDAAAPLAMDQCOM +20 more
TSMC earnings 2026AI chip demandsemiconductor revenueTSM stockNvidia supply chainAI infrastructuresemiconductor sector Q1 2026
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