3nm process node 結果共2筆

TSMC Chairman and CEO C.C. Wei struck a resoundingly bullish tone on AI demand during the company’s Q1 2026 earnings call on April 16, making clear that the AI wave is continuing to accelerate and TSMC is running as hard as it can to keep up.

Taiwan Semiconductor Manufacturing Company has opened 2026 with a record-shattering first quarter. Revenue for January through March reached NT$1.134 trillion (US$35.9 billion), a 35.1 percent increase over the same period in 2025 and comfortably above the top end of the company’s own guidance of NT$1.13 trillion (US$35.8 billion). The figure eclipses the previous quarterly high of NT$1.05 trillion (US$33.2 billion) set in the fourth quarter of 2025 and extends a run of uninterrupted growth driven almost entirely by AI chip demand.