TSMC Four-Month Revenue Rises 30% on AI, April Sales at NT$410.7bn
TSM•TSMC posted consolidated net revenue of NT$410.7bn (US$12.6bn) in April, up 17.5% year-on-year but down 1.1% month-on-month. The foundry's revenue for January through April climbed 30% year-on-year, driven by surging AI chip demand.
1. April Revenue Performance
TSMC reported consolidated net revenue of NT$410.73 billion (US$12.6 billion) in April 2026, marking a 17.5% increase from April 2025 and a 1.1% decline versus March 2026.
2. Four-Month Cumulative Growth
Aggregate revenue from January through April rose 30% year-on-year, reflecting strong orders for AI accelerators and high-performance computing chips across multiple process nodes.
3. Demand Drivers and Capacity
Surging AI infrastructure spending by hyperscale datacenters and chip designers has prompted TSMC to boost utilization at its advanced 3nm and 5nm fabs to meet elevated requirements.
4. Market Implications
Robust early-year results may support upward revisions to full-year guidance, influence peer foundry capacity expansions and underscore TSMC’s leadership in AI-driven semiconductor manufacturing.
