Taiwan Semiconductor Manufacturing Co Ltd

2330: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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TSMC Earnings: Refining Guidance and Expansion Plans Amid Strong AI Demand

Phelix Lee

Apr 16, 2026

Taiwan Semiconductor Manufacturing Co. refined its 2026 US dollar revenue and capital expenditure guidance to the upper bounds of prior ranges. First-quarter revenue topped TWD 1.1 trillion (USD 35.9 billion), up 6% sequentially. Gross margin grew 746 basis points from the prior quarter to 62.3%.

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Taiwan Semiconductor Manufacturing Co Ltd

TSMC Earnings: Refining Guidance and Expansion Plans Amid Strong AI Demand

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