NuAxiSemiconductor trade intelligence

TSMC Q1 profit up 58% YoY

What happened

TSMC reported Q1 2026 revenue of $35.90B, up 40.6% YoY, with net profit surging 58% to $18.2B, driven by strong demand for advanced nodes (3nm/5nm). The company guided Q2 revenue to $39-$40.2B and maintained full-year growth outlook >30% YoY, with capex at the high end of $52-56B. Watch: Strong financials and capex signal robust underlying demand for leading-edge foundry capacity, but no immediate direct price impact on components.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Wafer Foundry

TSMC

earningscapexadvanced-node

Source and time

Source: Electronics Weekly · 4/16/2026 · View original source

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TSMC Q1 profit up 58% YoY

What happened

Impact and signal

Affected components and suppliers

Source and time

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