TSMC posts record quarter
TSMC reported record first‑quarter revenue of roughly $35.6–36 billion, up about 35% year‑over‑year and attributed largely to sustained demand for AI and advanced‑computing chips. The company’s strength is also drawing supplier build‑out in Arizona, with Japanese materials supplier TOCALO planning a new facility in Chandler to support the regional ecosystem. (menafn.com; ico-optics.org)
Taiwan Semiconductor Manufacturing Co. just posted its biggest first quarter on record, as demand for artificial-intelligence chips kept lifting sales. (tsmc.com) The company said on April 10 that March 2026 revenue reached about NT$415.19 billion, up 30.7 percent from February and 45.2 percent from March 2025. Revenue for January through March totaled NT$1.134 trillion, up 35.1 percent from a year earlier. (tsmc.com) TSMC’s investor site lists first-quarter 2026 revenue at US$34.6 billion to US$35.8 billion, above the company’s earlier guidance range of US$32.2 billion to US$33.4 billion. TSMC is scheduled to give full first-quarter results on April 16, 2026. (tsmc.com; tsmc.com) TSMC is the contract manufacturer that turns chip designs from companies like Apple and Nvidia into finished silicon. When spending on artificial-intelligence servers and advanced computing rises, TSMC captures that demand because it runs the factories that make many of the most advanced chips. (tsmc.com) That demand is also pulling more suppliers into Arizona, where TSMC is building out a large United States manufacturing base. On April 2, Japanese supplier TOCALO said it leased 32,045 square feet in Chandler to provide coating services for semiconductor equipment components. (azcommerce.com) TOCALO said the Chandler site at 400 N. 56th St. will help it serve semiconductor equipment makers and other advanced-manufacturing customers in the region. Arizona officials said the project adds to the supplier network forming around Phoenix-area chip plants. (azcommerce.com; chandleraz.gov) TSMC says its Arizona investment has grown from an initial US$12 billion plan in 2020 to US$165 billion, with six wafer fabs, two advanced-packaging facilities and a research-and-development center planned. The first Arizona fab started high-volume four-nanometer production in the fourth quarter of 2024, and the second fab is targeted for three-nanometer volume production in the second half of 2027. (tsmc.com) The company says more than 3,000 employees already work at TSMC Arizona, and its first three fabs are expected to create 6,000 direct jobs. TSMC also says those first three fabs are projected to generate tens of thousands of construction and supplier jobs. (tsmc.com) The next checkpoint comes on April 16, when TSMC reports full first-quarter earnings and gives investors a clearer read on margins, spending and demand. For now, the sales figures show that the artificial-intelligence boom is still filling TSMC’s factories and pulling more of its supply chain into Arizona. (tsmc.com; tsmc.com; azcommerce.com)
