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TSMC reported robust Q1 results—revenue up 35% and net income up 58%—driven by advanced-node production, with 7nm-and-smaller chips accounting for about 74% of wafer revenue. CEO C.C. Wei said the company verified AI demand with customers and was reassured it remains strong despite geopolitical tensions in the Middle East, prompting an upward revenue forecast of over 30% growth. TSMC also sees no material supply-chain disruptions from the Iran war, highlighting resilient customer commitments to AI-related silicon and continued momentum in cutting-edge chip manufacturing that underpins data-center and AI deployments.
TSMC's strong AI-driven results signal sustained demand for advanced-node chips that underpin data-center and AI deployments. Tech professionals should note implications for supply chains, capacity planning, and vendor strategies tied to cutting-edge silicon.
Dossier last updated: 2026-05-15 12:43:22
台积电计划出售芯片制造商Vanguard的1.52亿股股份
TSMC announced on May 15 that it will sell an 8.1% stake in Vanguard International Semiconductor (VIS), reducing its ownership from 27.1% to about 19% as it refocuses resources on core businesses. TSMC said the divestment is part of strategic resource allocation and will not affect its existing strategic cooperation with VIS. The move signals TSMC’s streamlining of non-core investments while maintaining partnerships, which matters for supply-chain alignment in the semiconductor industry and could influence VIS’s governance and capital structure.
Wall Street Journal : TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts — Taiwan company expects revenue to grow by more than 30% and doesn't see material disruptions to supply chain
Dylan Butts / CNBC : TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue — Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting …