TSMC Chairman C.C. Wei Denies Customer Favoritism Regarding Tight 1Q26 Capacity

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering the second quarter. Regarding tight capacity constraints, Chairman C.C. Wei stated that while capacity remains tight, the company is actively expanding new fabs to meet demand. However, he noted that building new facilities takes time, so supply will remain limited…

TSMC Reports First Quarter 2026 Financial Results

TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net income of NT$572.48 billion, and diluted earnings per share of NT$22.08 (US$3.49 per ADR unit) for the first quarter ended March 31, 2026. Year-over-year, first quarter revenue increased 35.1%, while net income and diluted EPS both increased 58.3%. Compared to fourth quarter 2025, first quarter results represented an 8.4% increase in revenue and a 13.2…

TSMC’s Net Profit Jumps Over 58% to Set Fresh Record on AI Demand

Taiwanese chip maker TSMC said its net profit surged to a fresh record in the first quarter, fuelled by the global AI race

TSMC Reports 35.1% YoY Revenue Growth in First Quarter

TSMC announced consolidated revenue of NT$1,134.10 billion, net income of NT$572.48 billion, and diluted earnings per share of NT$22.08 for the first quarter ended March 31, 2026. Year-over-year, first quarter revenue increased 35.1%, while net income and diluted EPS both increased 58.3%. Compared to fourth quarter 2025, first quarter results represented an 8.4% increase in…

Profit Surged at TSMC. Why Is the Stock Still Falling After Earnings?

TSMC stock sinks despite posting blockbuster Q1 earnings. But there are ample reasons for long-term investors to buy the dip in TSM shares today.