TSMC posts record quarter

Taiwan Semiconductor Manufacturing Co. posted record first-quarter revenue of NT$1.13 trillion, or about $35.6 billion, as demand for advanced chips stayed strong through March. (tsmc.com) (cnbc.com) The company reported the figure on April 10, 2026, and CNBC said it topped the NT$1.12 trillion analyst estimate compiled by London Stock Exchange Group. March revenue alone reached NT$415.2 billion, up 45.2% from a year earlier. (cnbc.com) Taiwan Semiconductor makes chips designed by companies including Apple and Nvidia, and it is one of the few manufacturers that can produce the most advanced processors at scale. Its investor site showed first-quarter revenue landed at the top end of the company’s own January guidance range of $34.6 billion to $35.8 billion. (cnbc.com) (tsmc.com) The quarter extends a run in which artificial-intelligence spending has carried the chip sector even as phones and personal computers have been less consistent. CNBC cited SemiAnalysis analyst Sravan Kundojjala saying the artificial-intelligence segment “pulled the weight” while smartphone and personal-computer markets were hit by memory shortages. (cnbc.com) Semiconductor factories depend on a steady flow of electricity, ultra-pure chemicals and industrial gases, and tightly timed shipping. Taiwan Semiconductor’s 2024 annual report said it buys wafers and gases from multiple sources, pushes suppliers to locate near its major manufacturing sites, and treats delivery performance as a core supply-chain measure. (tsmc.com) That operating discipline sits alongside rising energy pressure. Taiwan Semiconductor’s annual report said rising temperatures can increase electricity consumption costs, and the company said in 2025 that more than 50 suppliers had signed its greenhouse-gas agreement, covering nearly 90% of supply-chain carbon emissions. (tsmc.com 1) (tsmc.com 2) The company is also spending heavily outside Taiwan. On March 4, 2025, Taiwan Semiconductor said it would add $100 billion to its United States expansion plans, bringing its total planned U.S. investment to $165 billion for Arizona fabs, packaging facilities and a research-and-development center. (tsmc.com) That buildout shows how central Taiwan Semiconductor has become to the global chip supply chain: more factories are being added in Arizona just as the company’s Taiwan plants are posting record sales from artificial-intelligence demand. The next detailed test comes on April 16, 2026, when the company is scheduled to hold its first-quarter earnings conference. (tsmc.com 1) (tsmc.com 2)