NuAxiSemiconductor trade intelligence

[News] TSMC 1Q Profit Seen Up ~50% to Record; Meta–Broadcom AI Chips Reportedly Target 2nm, CoWoS-L in 1H27

What happened

TSMC's 1Q profit is expected to jump ~50% to a record high, driven by surging AI infrastructure demand. Meta and Broadcom are reportedly targeting TSMC's 2nm and CoWoS-L for 1H27, extending their partnership through 2029. Bullish. Capacity for 3nm and advanced packaging remains tight.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

2nm ProcessCoWoS-LHBM43nm Process

TSMC Meta Platforms Broadcom

earningscapacity-tightAI-chips2nmCoWoS-L

Source and time

Source: TrendForce · 4/15/2026 · View original source

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[News] TSMC 1Q Profit Seen Up ~50% to Record; Meta–Broadcom AI Chips Reportedly Target 2nm, CoWoS-L in 1H27

What happened

Impact and signal

Affected components and suppliers

Source and time

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