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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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TSMC reported that first-quarter 2026 revenue rose 35% year-on-year, reaching 1,134 trillion Taiwanese dollars (about $35.71 billion). The company said the result was driven by strong demand for artificial intelligence (AI) applications and exceeded analysts’ forecasts, while also falling within the revenue guidance it had issued earlier in the year.
Revenue in Q1 2026 compared with 839.3 billion TWD in Q1 2025. TSMC attributed the increase to robust AI-related demand, which helped offset declines in the consumer electronics segment.
TSMC remains a key link in the semiconductor supply chain for major technology companies including Nvidia, AMD, and Broadcom. In market terms, TSMC shares in Taipei have risen 29% year-to-date, outperforming the broader Taiwan stock market.
Foxconn, a major partner in the ecosystem, reported revenue up 30%, reinforcing the view that AI infrastructure demand is accelerating across the supply chain.
Experts cited the Q1 revenue as evidence of resilience in the semiconductor industry despite Middle East tensions. However, they noted that the conflicts are putting pressure on global energy and freight costs.
Rising costs could affect data-center capital expenditure plans, given that data centers are large electricity consumers used to operate AI workloads.
Looking ahead, demand for 3nm and 5nm process chips may support continued growth in TSMC’s Q2 2026 revenue. At the same time, TSMC may not immediately raise its capital expenditure budget, as demand for non-AI semiconductors remains weak and the macroeconomic environment is uncertain.
Despite short-term volatility, tech giants including Alphabet, Amazon, Meta, and Microsoft are expected to spend about $650 billion on AI investments in 2026. Investors are becoming more cautious about the growth rate of chip stocks, but ecosystem partner Lumentum indicated demand from US tech companies remains high.
Forecasts suggest the AI infrastructure investment cycle could extend, with orders expected to be filled through 2028.

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