Gate News message, April 16 — Taiwan’s leading semiconductor foundry TSMC reported first-quarter 2026 revenue of $11.34 billion (NT$113.41 billion), exceeding both analyst expectations and the company’s own guidance. The 35.1% year-over-year increase was driven by surging demand for high-performance computing (HPC) chips required by the AI industry.
Operating margin reached 58.1%, a significant improvement from 54.0% in the previous quarter and 48.5% in the year-ago period, also surpassing consensus estimates of 55.7%. Operating profit totaled $6.589 billion (NT$65.89 billion).
By process node, 3-nanometer chips accounted for 25% of revenue, 5-nanometer for 36%, and 7-nanometer for 13%. Advanced-node products continued to drive results, as in the prior year.
HPC demand was particularly strong, representing approximately 61% of total Q1 revenue. The surge reflects aggressive AI chip orders from major global technology companies including Nvidia.
For the second quarter, TSMC guided revenue of $39.0–$40.2 billion, approximately 4% above consensus estimates of $38.1 billion. Operating margin guidance of 56.5–58.5% also exceeded consensus expectations of 55.2%.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
UTXO Management Launches Dual-Category Digital Credit Yield Funds
UTXO Management announced the formation of the UTXO Preferred Income Strategies LP, issuing a dual-class digital credit income fund, divided into a senior income class and a total return class. The former seeks steady cash flow, monthly distributions, and enjoys priority allocations; the latter uses leverage to pursue capital appreciation. It also issued STRC preferred securities, combining fixed-income and digital asset exposure, offered only in a private placement to qualified investors.
ChainNewsAbmedia1m ago
U.S. Stock Index Futures Open 0.2% Lower on Monday
Gate News message, April 26 — U.S. stock index futures opened 0.2% lower on Monday (April 21), according to Gate's market data.
GateNews10m ago
JPMorgan: Tokenization Will Transform Funds Industry, But 'Good Use Cases' Years Away
JPMorgan's global head of ETF product, securities services, Ciarán Fitzpatrick, stated that tokenization will drive change across the entire funds industry, according to a post from Friday. Fitzpatrick noted that while experimentation with tokenizing ETFs is ongoing, the bank estimates it will be "a
CryptoFrontier5h ago
OpenAI Recruits Top Enterprise Software Talent as Frontier Agents Disrupt Industry
Gate News message, April 26 — OpenAI and Anthropic have been recruiting senior executives and specialized engineers from major enterprise software companies including Salesforce, Snowflake, Datadog, and Palantir. Denise Dresser, former CEO of Slack under Salesforce, joined OpenAI as chief revenue of
GateNews7h ago
Metaplanet Issues ¥8B Bonds To Expand Bitcoin Holdings
Metaplanet raises ¥8B through zero-coupon bonds to fund Bitcoin purchases without immediate interest burden.
Firm grows BTC reserves to over 40K coins, targeting 100K by year-end despite valuation-driven losses.
Strategy relies on debt financing as stock declines, reflecting risk amid
CryptoFrontNews8h ago
JPMorgan Says Tokenization Will Transform Funds Industry, but 'Good Use Cases' Still Years Away
Gate News message, April 26 — Ciarán Fitzpatrick, JPMorgan's global head of ETF product and securities services, said tokenization will drive change across the entire funds industry, not just ETFs. In a post on Friday (April 25), Fitzpatrick outlined how tokenized ETFs could offer enhanced
GateNews11h ago
