TSMC sees 2026 sales up 32% and capex at high end on AI demand
TSMC said 2026 sales should rise 32% in dollar terms and capex should land at the high end of its $52 billion-$56 billion range as AI demand drives more 3nm capacity expansion.
From the sources (25 posts)
@wallstengine$TSM | TSMC Q2 Guide: 🔹 Revenue: $39.0B-$40.2B (Est. $38.1B) 🟢 🔹 Gross Margin: 65.5%-67.5% 🔹 Operating Margin: 56.5%-58.5% 🔹 FX assumption: US$1 = NT$31.7
@wallstengineRT @wallstengine: $TSM | TSMC Q2 Guide: 🔹 Revenue: $39.0B-$40.2B (Est. $38.1B) 🟢 🔹 Gross Margin: 65.5%-67.5% 🔹 Operating Margin: 56.5%-58.…
@firstsquawkTSMC highlights continued extremely robust AI demand.
@firstsquawkTSMC highlights robust demand visibility from both direct clients and end customers.
@firstsquawkTSMC expects stronger 2026 growth, projecting over 30% revenue increase in dollar terms.
@firstsquawkTSMC is stepping up investment to raise N3 capacity amid robust AI demand.
@firstsquawkTSMC announces a new N3 manufacturing plant in Tainan, Taiwan.
@firstsquawkTSMC states it will keep optimizing manufacturing capacity as part of its strategy.
@wallstengineTSMC SEES 2026 SALES TO GROW BY 32% YoY
@firstsquawkTSMC highlights significant customer interest in A14, which is scheduled for volume production in 2028.
@wallstengineTSMC EXPECTS 2026 CAPEX TOWARD THE HIGH END OF ITS $52B TO $56B RANGE.
@firstsquawkTSMC notes that demand is still rising.
@firstsquawkTSMC states it is focused on meeting ongoing customer demand.
@firstsquawkTSMC notes awareness of strong technological offerings from competitors.
@firstsquawkTSMC expresses confidence in the AI megatrend, stating that capex in the coming three years will exceed the last three years by a wide margin.
@wallstengineTSMC SAYS CAPEX OVER THE NEXT 3 YEARS WILL BE “SIGNIFICANTLY HIGHER” THAN THE LAST 3 YEARS, WHEN IT SPENT $101B.
@firstsquawkTSMC reports it is building capacity in line with customer needs.
@firstsquawkTSMC reports memory price hikes are influencing the PC and smartphone sectors.
@firstsquawkTSMC signals intent to add additional fabs in Arizona.
@alojohJust in: TSMC is up over 2% in pre-market on providing Q1 results which inclued a very strong Q2 guidance and is now within 1% of all-time high. We'll be sharing a financial deep dive, updated outlook, valuation analysis, and our assessment
@stockmktnewzTAIWAN SEMICONDUCTOR $TSM REPORTED EARNINGS THIS MORNING EPS of $3.49 beating expectations of 3.38🟢 Revenue of $35.9B beating expectations of $35.5B🟢 TSMC said next quarter it expects revenue to come in between $39B-$40.2B above expectati
@reutersbizTSMC raised its annual revenue forecast and said it was stepping up capital spending this year as the world's biggest contract manufacturer of advanced AI chips scrambles to meet relentless hunger for its products. READ:
@thetranscript_RT @TheTranscript_: TSMC Q1 2026 results [NTD, YoY]: —Net revenue: +35.1% to 1,134.1B —Operating income: +61.9% to 658.97B —Operating marg…
@alphasenseinc$TSM reported strong Q1 2026 results driven by robust demand for leading-edge AI and HPC technologies, with management raising full-year revenue guidance above 30% growth and CapEx guidance to the high end of their range, while emphasizing
@reutersTSMC Q1 profit jumps 58% to record, beats expectations