Per Yahoo Finance, Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated net revenue of NT$416.98 billion for May 2026, a 1.5% increase from April and 30.1% year-over-year; revenue for the first five months reached NT$1.96 trillion, up 30.0% versus 2025. Per Yahoo Finance, TSMC posted first-quarter profit of $18.2 billion, up 58% year-over-year, and CEO C.C. Wei raised the full-year revenue growth forecast to more than 30% (U.S. dollar terms) while flagging capital expenditure at the high end of a $52 billion to $56 billion range. Per Yahoo Finance, UBS analyst Nicolas Gaudois projected global semiconductor revenues of $2.38 trillion by 2027 driven by agentic AI and named TSMC among UBS’s preferred stocks. Editorial analysis: Strong demand signals from AI workloads are a tailwind for foundries and will be watched closely by infrastructure teams and procurement planners.
