TSMC posts record quarterly revenue

Taiwan Semiconductor Manufacturing Co. said on April 10 that first-quarter revenue rose to a record NT$1.134 trillion, or about $35.6 billion. (pr.tsmc.com) The company said March revenue alone reached NT$415.19 billion, up 30.7% from February and 45.2% from a year earlier. TSMC reports monthly sales before full quarterly earnings, and its full first-quarter results are scheduled for April 16, 2026. (pr.tsmc.com) (investor.tsmc.com) TSMC is the contract chipmaker that builds processors designed by companies such as Nvidia and Apple. Its factories make many of the most advanced chips used in artificial intelligence servers, smartphones and data centers. (cnbc.com) (taiwansemi.com) The sales jump points to continued spending on artificial intelligence infrastructure after a year in which cloud companies and chip designers raced to add more computing power. TSMC’s own January guidance for the quarter was $34.6 billion to $35.8 billion in revenue, and the reported figure landed near the top of that range. (investor.tsmc.com) (cnbc.com) TSMC’s monthly release does not include profit, margins or capital spending, so investors still have to wait for the April 16 earnings report for a fuller picture. Analysts cited by CNBC said price increases on the company’s most advanced manufacturing processes also helped lift first-quarter sales. (cnbc.com) (investor.tsmc.com) The company has become a central gauge for the artificial intelligence hardware boom because it sits between chip designers and the customers buying servers. When TSMC posts stronger sales, investors often read that as a signal about demand across the broader semiconductor supply chain. (cnbc.com) (investor.tsmc.com) For now, the headline is simple: the world’s biggest contract chipmaker just posted its strongest quarter on record, and the next test comes with its full earnings on April 16. (pr.tsmc.com) (investor.tsmc.com)