TSMC (Taiwan Semiconductor Manufacturing Company)Táijīdiàn台积电forecastsyùjì预计Q1 / first quarteryī jìdù一季度revenueyíngshōu营收year-over-yeartóngbǐ同比to growzēngzhǎng增长38 percent38%38%,artificial intelligenceréngōng zhìnéng人工智能chipxīnpiàn芯片demandxūqiú需求continues to bechíxù持续strong/robustwàngshèng旺盛。
TSMC (Taiwan Semiconductor Manufacturing Company)
Táijīdiàn
台积电
forecasts
yùjì
预计
Q1 / first quarter
yī jìdù
一季度
revenue
yíngshōu
营收
year-over-year
tóngbǐ
同比
to grow
zēngzhǎng
增长
38 percent
38%
38%
artificial intelligence
réngōng zhìnéng
人工智能
chip
xīnpiàn
芯片
demand
xūqiú
需求
continues to be
chíxù
持续
strong/robust
wàngshèng
旺盛
TSMC
Táijīdiàn
台积电
forecasts
yùjì
预计
in 2026
2026 nián
2026年
first quarter
dì yī jìdù
第一季度
revenue
yíngshōu
营收
will
jiāng
将
reach
dádào
达到
approximately
yuē
约
35 billion US dollars
sān bǎi wǔ shí yì měiyuán
350亿美元
year-over-year
tóngbǐ
同比
growing
zēngzhǎng
增长
approximately 38 percent
yuē 38%
约38%
the company
gōngsī
公司
stated
biǎoshì
表示
artificial intelligence
réngōng zhìnéng
人工智能
chips
xīnpiàn
芯片
demand
xūqiú
需求
continued
chíxù
持续
strong/robust
qiángjìng
强劲
is
shì
是
driving
tuīdòng
推动
growth
zēngzhǎng
增长
structural particle
de
的
main/primary
zhǔyào
主要
reason
yuányīn
原因
April 4, 2026 at 6:00 AM
TSMC
Táijīdiàn
台积电
forecasts
yùjì
预计
in 2026
2026 nián
2026年
first quarter
dì yī jìdù
第一季度
revenue
yíngshōu
营收
will
jiāng
将
reach
dádào
达到
approximately
yuē
约
35 billion US dollars
sān bǎi wǔ shí yì měiyuán
350亿美元
this
zhè yī
这一
figure
shùzì
数字
compared to
bǐ
比
last year
qùnián
去年
the same period
tóngqī
同期
grew by
zēngzhǎng
增长
approximately 38 percent
yuē 38%
约38%
exceeded
chāochū
超出
market
shìchǎng
市场
expectations
yùqī
预期
the company
gōngsī
公司
management
guǎnlǐ céng
管理层
stated
biǎoshì
表示
AI
réngōng zhìnéng
人工智能
related
xiāngguān
相关
chips
xīnpiàn
芯片
demand
xūqiú
需求
continued to be
chíxù
持续
strong/robust
qiángjìng
强劲
is
shì
是
driving
tuīdòng
推动
growth
zēngzhǎng
增长
structural particle
de
的
core/key
héxīn
核心
force
dònglì
动力
in
zài
在
in 2025
2025 nián
2025年
AI
réngōng zhìnéng
人工智能
accelerator
jiāsùqì
加速器
related
xiāngguān
相关
business
yèwù
业务
already accounted for
yǐ zhàn
已占
TSMC
Táijīdiàn
台积电
total
zǒng
总
wafer
jīngyuán
晶圆
revenue
shōurù de
收入的
17 to 19 percent
17% zhì 19%
17%至19%
TSMC
Táijīdiàn
台积电
forecasts
yùcè
预测
by 2029
dào 2029 nián
到2029年
AI
réngōng zhìnéng
人工智能
chip
xīnpiàn
芯片
segment
yèwù
业务
structural particle
de
的
annual average
niánjūn
年均
compound annual growth rate
fùhé zēngzhǎng lǜ
复合增长率
will
jiāng
将
reach
dádào
达到
approximately 55 percent
yuē 55%
约55%
the company
gōngsī
公司
plans
jìhuà
计划
in 2026
2026 nián
2026年
capital
zīběn
资本
expenditure
zhīchū
支出
at
zài
在
52 billion
wǔ bǎi èr shí yì
520亿
to
zhì
至
56 billion US dollars
wǔ bǎi liù shí yì měiyuán
560亿美元
between
zhījiān
之间
compared with the previous year
bǐ shàngnián
比上年
significantly
dàfú
大幅
increased
zēngjiā
增加
affected by
shòu
受
the US
Měiguó
美国
toward China
duì Huá
对华
trade
màoyì
贸易
restrictions
xiànzhì
限制
impact
yǐngxiǎng
影响
some
bùfèn
部分
analysts
fēnxī shī
分析师
regarding
duì
对
long-term
cháng qī
长期
demand
xūqiú
需求
hold
chí
持
cautious
shěnshèn
审慎
attitude
tàidù
态度
despite this
jǐnguǎn rúcǐ
尽管如此
the company
gōngsī
公司
regarding
duì
对
full year
quán nián
全年
overall
zhěngtǐ
整体
business
yèwù
业务
remains
bǎochí
保持
optimistic
lèguān
乐观
forecasting
yùjì
预计
full-year
quán nián
全年
revenue
yíngshōu
营收
growth rate
zēng sù
增速
close to 30 percent
jiējìn 30%
接近30%
News in English
BusinessTSMC Forecasts 38 Percent Revenue Growth in Q1 2026 as AI Chip Demand Stays Robust
TSMC forecasts Q1 2026 revenue of around $35 billion, up 38 percent year-over-year, driven by surging AI chip demand and advanced process technology.
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