TSMC posts record Q1 revenue
TSMC reported record first‑quarter revenue of NT$1.134 trillion, up roughly 35% year‑on‑year driven by AI demand, and options markets are pricing meaningful moves around its earnings. Equipment makers like ASML are likewise expected to report strong demand as customers chase advanced nodes. (tradingkey.com, gurufocus.com)
Taiwan Semiconductor Manufacturing said on April 10 that first-quarter revenue reached a record NT$1.1341 trillion, extending the chipmaker’s surge in artificial intelligence demand. (tsmc.com) The company said March 2026 revenue alone was about NT$415.19 billion, up 30.7% from February and 45.2% from a year earlier. January-through-March revenue rose 35.1% from the same quarter in 2025. (tsmc.com) Taiwan Semiconductor Manufacturing is the contract manufacturer that builds chips designed by companies such as Nvidia and Apple, and its quarterly results are due on April 16 in Taiwan. The company’s investor calendar lists the earnings conference for 2 p.m. Taiwan time, or 2 a.m. Eastern Time. (tsmc.com, tsmc.com) That revenue figure is being watched as a readout on spending for advanced chips used to train and run artificial intelligence systems. Taiwan Semiconductor Manufacturing has told investors its strength comes from leading-edge process technology, the manufacturing steps that pack more transistors into the same space. (tsmc.com) The same buildout is showing up one step earlier in the supply chain, at the companies that sell the tools needed to make those chips. ASML, the Dutch lithography supplier, reported first-quarter 2026 net sales of €8.8 billion on April 15 and said it now expects full-year sales of €36 billion to €40 billion. (asml.com) Lithography is the stage where chipmakers project circuit patterns onto silicon wafers, like printing ever-smaller blueprints onto glass. ASML said it sold 67 new lithography systems in the quarter, with installed-base management sales of €2.488 billion. (asml.com) Taiwan Semiconductor Manufacturing’s monthly sales release does not include profit, margins, or capital spending, so investors are waiting for the April 16 earnings call for those details. The company’s quiet period ran from April 6 through April 15. (tsmc.com) For now, the headline number is simple: the world’s biggest contract chipmaker just posted its highest first-quarter revenue on record, and its equipment suppliers are reporting the same rush for capacity. (tsmc.com, asml.com)
