NuAxiSemiconductor trade intelligence

[News] TSMC March Revenue May Hit Record High; Geopolitics, Samsung Rivalry in Focus Ahead of Earnings Call

What happened

TSMC's March revenue is projected to hit a record high, supporting its 2026 revenue growth forecast of nearly 30%. The company is accelerating capacity expansion for 3nm and 2nm nodes to meet strong AI demand. Despite geopolitical cost pressures, TSMC aims to maintain gross margins above 53%.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

3nm2nm

TSMC Samsung Electronics

revenuecapacityearnings

Source and time

Source: TrendForce · 4/6/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Chip Industry Week in ReviewSemiconductor Engineering · 5/1/2026
TSMC Delivers Strong 2Q26 Results as 2nm Process Contributes Revenue for the First Time TSMC reported strong results for 2Q26, driven by robust demand...TrendForce Official (Market Data) · 7/16/2026
[News] TSMC 2Q26 Net Income Soars 77% YoY to NT$706.6B Record; Gross Margin Beats Forecast at 67.7%TrendForce · 7/15/2026
[News] TSMC Reportedly Eyes 20% CoWoS Price Hike, Skips Equipment Price Renegotiations Amid AI Demand SurgeTrendForce · 10/26/2026
[News] TSMC’s $265B U.S. Bet: “No Food Left on the Table” Despite 4-5x Higher Fab Construction CostsTrendForce · 7/19/2026
TSMC to build another 3nm fab in TainanEvertiq · 10/19/2026

[News] TSMC March Revenue May Hit Record High; Geopolitics, Samsung Rivalry in Focus Ahead of Earnings Call

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings