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Taiwan’s chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts
The chipmaker lifted capital spending guidance to the high end of $52 billion to $56 billion as it expands advanced-chip capacity.
- On Thursday, Taiwan Semiconductor Manufacturing Co. reported record net profit for January-March of NT$572.48 billion , up over 58 percent year-over-year, with revenue reaching NT$1.13 trillion, a 35.1 percent increase.
- Massive global demand for AI hardware fuels the growth as Nvidia head Jensen Huang said the tech world feels they could develop AI and grow revenue "if they could just get more capacity." Governments and tech giants pour hundreds of billions into data centres.
- Advanced-Node chips using 3-nanometer, 5nm, and 7nm processes accounted for 74 percent of total sales, while TSMC reported gross margin of 66.2 percent and earnings per share of NT$22.08, boosted partly by a weaker Taiwanese dollar.
- UBS analysts predicted supply constraints may limit meaningful upside this year, though they expect "limited disruption from tight helium supply on TSMC's production" despite Middle East tensions; TSMC said it does not expect near-term war impact on chipmaking materials.
- TSMC's high-performance computing division rose 20 percent, Internet of Things platform rose 12 percent, and consumer electronics surged 28 percent quarter-over-quarter, yet UBS cautioned consumer demand weakens as AI-driven chip shortages raise prices.
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TSMC Expects Its 2026 Sales to Grow More Than 30%
Get latest articles and stories on Business at LatestLY. Speaking at an investor conference, TSMC Chairman CC Wei said the current AI boom continues to push up demand for computing, which is expected to boost shipments of chips made using the chipmaker's advanced processes. Business News | TSMC Expects Its 2026 Sales to Grow More Than 30%.
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