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TSMC achieves record Q1 2026 revenue with 35% year-on-year growth fueled by surging AI chip demand from Nvidia and Apple.

Yahoo Finance AIApr 12, 20261 min read
TSMC achieves record Q1 2026 revenue with 35% year-on-year growth fueled by surging AI chip demand from Nvidia and Apple.

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3 Key Points

  1. Q1 2026 revenue surged 35% year-on-year, exceeding management expectations and driven by strong demand for AI chips and advanced-node manufacturing

  2. Major customers including Nvidia and Apple continued to place substantial orders, supporting TSMC's exceptional quarterly performance

  3. March 2026 revenue demonstrated continued strength on both month-on-month and year-on-year basis

  4. Management expressed confidence in future growth outlook while maintaining continued investment in production capacity to meet ongoing AI chip demand

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