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 elect

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 recent Middle East tensions add further uncertainty to the outlook.