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TSMC (TSM.N) said on Thursday that sustained investment in AI infrastructure has driven strong demand across chip segments and it now expects U.S. dollar-denominated revenue to rise more than 30% in 2026, in line with its recent earnings-call guidanc

2026-06-04

TSMC (TSM.N) said on Thursday that sustained investment in AI infrastructure has driven strong demand across chip segments and it now expects U.S. dollar-denominated revenue to rise more than 30% in 2026, in line with its recent earnings-call guidance and up from a 25% projection in January. The company is expanding capacity to meet unprecedented demand for large-scale AI compute. Chairman and CEO Wei Zhejia warned that continued electronic component price inflation could hurt the consumer electronics sector and said recently Middle East tensions add further uncertainty to the outlook.

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