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Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, reported record-breaking quarterly results on April 16. For the January–March 2026 quarter, the company posted revenue of NT$1.1341 trillion (approximately $35 billion USD), a 35.1% increase year on year, while net profit surged 58.3% to NT$572.4 billion—both all-time highs for a single quarter.
At a press conference, Chairman and CEO Che-Chia Wei said demand for AI chips will remain extremely strong going forward. He forecast that the company’s full-year revenue would grow by more than 30% in dollar terms compared with last year.
Macro Uncertainty
Wei acknowledged that deteriorating conditions in the Middle East are creating macroeconomic uncertainty, and said the company is keeping a close eye on rising costs for components and other inputs. At the same time, he pointed to the shift from conventional conversational AI to agentic AI—systems capable of acting autonomously—as a trend that will “lead to sustained strong demand for advanced semiconductors.”
To keep pace with growing demand, TSMC is expanding production capacity for cutting-edge chips at the 2–3 nanometer level, both in Taiwan and abroad. Wei also confirmed that the company’s second factory in Kumamoto Prefecture, which broke ground last year, is on track to begin mass production in 2028, following approval from Taiwanese authorities.
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Author: Yoshiaki Nishimi, The Sankei Shimbun
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