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
Figure Faces Short Seller Accusations Over Blockchain Integration Claims; FIGR Stock Down 53% From January Peak
Figure Technology Solutions faced allegations from Morpheus Research of overstating its blockchain technology use, resulting in a significant drop in share prices. Figure defended its operations, highlighting its digital asset features and strong performance metrics.
GateNews1m ago
Alcoa in Advanced Talks to Sell Massena Smelter Site to Bitcoin Miner NYDIG
Alcoa Corp. is negotiating to sell its Massena East smelter site in New York to Bitcoin mining firm NYDIG, with a deal anticipated to close mid-year as part of Alcoa's asset divestiture strategy.
GateNews21m ago
TradFi Rise Alert: MSTR (Microstrategy Inc - Class A) Rises Over 14%
Gate News: According to the latest Gate TradFi data, MSTR (Microstrategy Inc - Class A) has surged by 14% in a short period. Current volatility is significantly higher than recent averages, indicating increased market
GateNews49m ago
NYSE Submits Rule Change Proposal to Allow Tokenized Securities Trading
The NYSE proposed a rule change to allow eligible securities to trade in a tokenized form, following similar SEC-approved Nasdaq rules. Tokenized securities must match traditional ones in identifiers and rights, initially focusing on Russell 1000 Index constituents and ETFs, with T+1 settlement and existing regulations.
GateNews1h ago
Bitcoin ETFs See Daily Outflow While Ethereum and Solana ETFs Post Gains on April 17
Gate News message, according to the April 17 update, Bitcoin ETFs recorded a 1-day net outflow of 142 BTC ($10.98M) and a 7-day net inflow of 7,093 BTC ($550.09M). Ethereum ETFs showed a 1-day net inflow of 22,357 ETH ($54.55M) and a 7-day net inflow of 89,684 ETH ($218.83M). Solana ETFs posted a 1-
GateNews1h ago
